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MaryLandT
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Hi there, bbcukiah,

 

Thank you for sharing complete details about transferring balances between classes. In QuickBooks Desktop (QBDT), you can assign a class to track your transactions.

 

You'll want to open each transaction from the report you've pulled up, then select a different class from there. This way, the balance will be transferred to another class. The screenshot below will show how to select another class if you record the funds using a bank deposit. Just click the Class drop-down, and choose a different one.

 

For more details, check out the How to use class tracking in QuickBooks to know the latest updates in the system.

 

Keep me posted if there's anything else you need. I'm always around to help you out.

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