Skip to main content
November 9, 2023
Question

Balance Sheet by Class?

  • November 9, 2023
  • 1 reply
  • 0 views

My boss wants Client's 4 rentals separated by Income Statement AND BALANCE SHEET!

How does one create Classes for Balance Sheet?  

1 reply

November 10, 2023

Hi there, @PDXCPA44

 

In QuickBooks Online (QBO), running a Balance Sheet report by class is unavailable. Since headers aren't linked to classes. To learn more about Balance Sheet report, browse this article: Run a balance sheet by class or location in QuickBooks Online

Alternatively, we can manually export the Balance Sheet report in an Excel file. This way, we can filter it out. 

 

Here's how: 

 

  1. From the Reports page, search for Balance Sheet
  2. On the upper right corner of the report, click the Export icon. 
  3. Click Export to Excel

 

Furthermore, you can visit this article to learn how to personalize your reports in QBO: Customize reports in QuickBooks Online

 

Please don't hesitate to post here in the Community space if you have more questions about the different reports in QBO.