QB Issue Resolution:

Thanks for getting back to us, @PTJ.

I appreciate you following the steps above to get the right information on your Balance Sheet by Class report. Allow me to join the conversation and provide clarification.

Each transaction (except journal entries) is separated into two parts, the header, and the detail. The Balance Sheet by Class Report pulls in the header portions of the transactions, in which asset, liability, and equity accounts are selected.

When using classes, transactions are attached to the detail portion making the report incorrect. Resolve this by entering all related transactions as General Journal Entries and specify a class on each line item.

Check out the following articles to know more about this:

You can also run the Profit and Loss report and customize it by class to get the information from the detail side of the transaction. Let me show you how:

  1. Go to Reports from the left menu.
  2. Enter Profit and Loss in the Search field.
  3. Select Report period.
  4. On the Display columns by drop-down, choose Classes.
  5. Click Run report.

 

 

Take a look at this article for reference: Customize the Profit and Loss report.

That should get you on the right track.

Touch base with me here if you need anything else, I’m more than happy to help. Have a good one!

Resolution for Issue 'Deposits not showing in Balance Sheet Report by Class When I run a balance sheet report that is filtered by class, my bank deposits are not showing up in the report. If I turn off the class filter, they show up just fine and all of the balances are accurate. However, when filtered by class, the deposits don’t show up. How do I get a deposit that is attributed to a class to show up in a report that is filtered by class? Thanks!' available: Yes (Solved).
Source: Intuit Community forum.

Deposits not showing in Balance Sheet Report by Class When I run a balance sheet report that is filtered by class, my bank deposits are not showing up in the report. If I turn off the class filter, they show up just fine and all of the balances are accurate. However, when filtered by class, the deposits don’t show up. How do I get a deposit that is attributed to a class to show up in a report that is filtered by class? Thanks!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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