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Replying to:
KhimG
QuickBooks Team

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Thanks for the quick response, @PTJ.


I’m glad you found the information above helpful. Let me add some more details about the Balance Sheet by Class report.


Yes, you have to enter both AP and AR transactions using Journal Entry in order for classes to show on the report.

 

The Balance Sheet by Class pulls data from headers, which means the only option to get the class to show on the report is by entering a JE.


You can also use the Profit and Loss to pull details on transactions and filter it by Class. Refer to the articles I shared on my previous response for more information.


That should do it. Please post again in the Community if you have any other questions, I'm always here to help. Cheering you to continued success!

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