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irina11
Level 1

How do I filter a balance Sheet by class

 
1 Comment 1
AbegailS_
QuickBooks Team

How do I filter a balance Sheet by class

I want to make sure you're able to accomplish your task, @irina11.

 

I'd personally like to have a report that shows the data I need as this could make my work effortless.

 

Currently the option to filter your balance sheet by class is unavailable in QuickBooks since headers aren’t linked to classes.

 

I can see how the report you want is beneficial to your business. I recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates.

 

To send feedback, follow the below steps:

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

You may also visit our Feedback forum page. From there, you can see a list of other QuickBooks users who already suggested this feature, as well as the recent updates in QuickBooks.

 

To see additional information on how to run a basic financial report and how it works, you can click this article: Run reports in QuickBooks Online.

 

Just in case, check out this article for future reference: Customize company and financial reports.

 

Please let me know how it goes or if I can be of additional assistance. I'm always here if you have any follow-up questions. Take care and have a good one!

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