The Scenario
Your nonprofit has 12 active grant programs. The annual report is due next month and the board wants a financial breakdown per program. That means QuickBooks needs a class for each grant before any transactions can be segmented.
You have an Excel workbook with the 12 program names ready. Once the classes exist, you'll need the class sales report — revenue and expenses per program — for the annual report.
The bad version:
- Open QuickBooks, navigate to Lists, find the Class list, click New, type the first program name, save, click New again, type the next — repeat 12 times
- After creating the classes, run the Class Sales report for FY2025 and export to Excel
- Open the file, strip the header block, clean the amount formatting, paste into the annual report workbook
The board review is in two weeks. Data assembly is not the constraint you want to be managing right now.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It can create the QuickBooks classes from your workbook and pull the class sales report — both without leaving the workbook.
Create a QuickBooks class for each row in column A of this sheet and write the returned class ID to column B
What You Get
- A QuickBooks class created for each program name in column A
- Column B: the QuickBooks-assigned class ID for each record
- After creation, you can immediately pull the class sales report in the same session
What If the Data Is Not Quite Ready
Some classes already exist in QuickBooks from last year — skip duplicates
Create QuickBooks classes for each row in column A where column B is blank — skip any class name that already exists in QuickBooks — and write the returned class ID to column B
After creating the classes, pull the class sales report for the current fiscal year
Fetch the QuickBooks class sales report for FY2025 and write each class name, total sales, and number of transactions into columns A, B, and C of this workbook
The annual report needs revenue and expenses per class, not just total sales
Pull the QuickBooks class sales report for FY2025 with revenue and expense detail — write class name, total revenue, total expenses, and net income per class into columns A through D
Create all classes and immediately pull the report in one prompt
Create QuickBooks classes for all 12 rows in column A, write the returned class IDs to column B, then fetch the QuickBooks class sales report for FY2025 and write class name, total sales, and transaction count into columns D, E, and F
Try It
Get the 7-day free trial of SheetXAI and open the annual report workbook — then ask it to create the 12 program classes and pull the FY2025 class report in one go. See also Pull a QuickBooks Profit & Loss Report Into an Excel Workbook or the QuickBooks integration overview.