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MirriamM
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Running a Balance Sheet by Class report is a valuable tool for analysis and decision-making, pintadrew.

 

In QuickBooks Online Intuit Enterprise Suite Standard, if you assign classes and locations to your transactions, you can customize your balance sheet. Keep in mind that classes are only linked to transaction details, making it impossible to filter the balance sheet report by class since headers aren't connected to them.

 

Although you can display columns by class, it won’t be accurate. For instance, headers like Accounts Receivable won't sort by the assigned class; they'll appear under "Not Specified."

 

Alternatively, you can utilize the location tracking feature to classify entries by location since it is linked to both classes and transactions. For more information, check out this article: Run a balance sheet by class or location in QuickBooks Online.

 

If you want to add information to your report that's not available in QuickBooks, you can export it to Excel for further personalization.

 

Drop a comment below if you have follow-ups or other QuickBooks-related concerns.

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