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Diana27
February 13, 2019
Solved

Balance Sheet by Class in QuickBooks Pro 2019

  • February 13, 2019
  • 3 replies
  • 0 views

We recently updated from QuickBooks Accountant 2008 to QuickBooks Pro 2019 (Windows). Our report list options no longer shows a Balance Sheet by Class option, though Profit & Loss by Class is still available.

 

When we run a regular Balance Sheet report, Class is not an option in the Show Columns drop down list. Screen shots of both attached.

 

Is Balance Sheet by Class not available in QuickBooks Pro 2019?

    Best answer by AlcaeusF

    Hello, @Diana27.

     

    Thanks for getting back to us in the Community. I'm here to help make sure your concern is taken care of.

     

    I can see how additional options and functionality with reports would be helpful for both you and your organization. Rest assured, I'm going to submit a feature request from my side, which is sent to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

     

    Let me thank you for being a part of our QuickBooks family. Post again or leave a comment on this thread should you have any additional questions or concerns. Take care and have a great rest of the day!

    3 replies

    Kristine Mae
    Kristine Mae
    February 13, 2019

    Hello there, Diana27.

     

    The Balance Sheet by Class report is unavailable in QuickBooks Pro 2019. I have a workaround for you. You can pull up the Balance Sheet Detail report. It will show you a class column.

     

    Here's how:

    1. Click Reports.
    2. Go to Company & Financial.
    3. Choose Balance Sheet Detail.

    I've attached a screenshot for your reference.

     

     

    I also suggest sending feedback to have this feature included to our future updates. You can do that by going to Help, clicking Send Feedback Online, then choosing Product Suggestion. 

     

    We're just here if you need more help. Have a great day! 

      D
      Diana27Author
      February 14, 2019

      Hi Kristine,

       

      Thanks for the answer, and the work around.  Unfortunately, that isn't quite what we need, as we'd been using the Balance Sheet by Class to track the balance in our checking account for each class, along with a few other balance sheet items. It doesn't look like the detail report provides the same account balance by class functionality.

       

      Best, 

      Diana

      AlcaeusF
      AlcaeusFAnswer
      February 14, 2019

      Hello, @Diana27.

       

      Thanks for getting back to us in the Community. I'm here to help make sure your concern is taken care of.

       

      I can see how additional options and functionality with reports would be helpful for both you and your organization. Rest assured, I'm going to submit a feature request from my side, which is sent to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

       

      Let me thank you for being a part of our QuickBooks family. Post again or leave a comment on this thread should you have any additional questions or concerns. Take care and have a great rest of the day!

        qbteachmt
        qbteachmt
        February 13, 2019

        @Diana27

         

        You Updated, but that is a Significant DownGrade. Pro = the entry level program.

          D
          Diana27Author
          February 14, 2019

          Understood, but we significantly over-purchased prior. When we chose Accountant, we were using QuickBooks to integrate with another app that required Accountant. We have since moved away from that app, and Pro suits our needs in all other ways except the Balance Sheet by Class. Thanks for watching out for us, though.

          C
          Charies_M
          September 11, 2019

          Hi there, Comp2tr.

           

          The steps provided by the previous representative is for the customer who's asking if it's possible to have the option of having a balance sheet by location report in QuickBooks Online version. However, if you wish to achieve this using the QuickBooks Desktop version, I'd be more than happy to walk you through the steps below:

          1. Click Reports.
          2. Go to Company & Financial.
          3. Choose Balance Sheet Detail.
          4. Click the Customize Report button.
          5. Choose the Filters tab.
          6. Enter Class on the Search Filters section.
          7. Click OK.

           

          Feel free to check out this article for more information about customizing reports in QuickBooks Desktop

          .

          Please don’t hesitate to reach us again if you have other questions while managing reports in QuickBooks. It'd be my pleasure to help,

          S
          Sam-I-Am
          September 13, 2019

          QBO has two "dimensions" that can be selected from drop-down lists at the transaction level and used as columns on a balance sheet: Class and Location. Desktop only has Class. Does anyone know a work-around in Desktop (we have Accountant Desktop 2019)  to use in sorting a balance sheet instead of Location when Class is already being used for something else? For example, Class shows whether assets are for Education, Restricted, or Unrestricted, and this field would show whether they are in Cleveland, Birmingham, Des Moines, etc. I thought about making Cleveland an "other name" and entering it in the "name" field on all relevant balance sheet transactions, but I don't see a way to sort a balance sheet by "name", other than exporting to Excel and sorting there (which is cumbersome). There are various fields available for certain income statement items, eg Customer:Job, but other than class, I don't see any fields balance sheet transactions that can be used developing report columns.

            C
            Charies_M
            September 13, 2019

            Hello there, Sam-I-Am.

             

            Currently, being able to sort Balance Sheet by name is unavailable In QuickBooks Desktop. What you can do is to customize the existing Balance Sheets and select the locations that you only need in the report. 

             

            While QuickBooks aims to find new ways to make sure that your product meets your needs, It's a good idea though, and we'll take note of this and may include this option in the future. I'd also encourage you to check our QuickBooks New Features to be updated of the latest product enhancements.

             

            Here's how:

            1. Go to Help.
            2. Click New Features.
            3. You can either choose New Feature Tour or What's New.

             

            Please don't hesitate to reach back out to me if you have any other QuickBooks questions . I'll be around to help you out. 

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