Good day, @rhonda2.
I'm glad you've posted here in the Community space. I can help you customize the Class Quickreport to add the debit and credit columns.
Once the columns are added on the report, you can review the transactions to verify what causes the ending balance to be incorrect. Also, make sure to choose the correct report date range.
For more details about customizing reports, you can refer to this article: How to customize reports.
There you have it, rhonda2. Please keep me posted if you have any other concerns about the Class Quickreport. I'd be happy to help you more.
i am also very disappointed from this bug
from 2019 i am trying without success to learn how to get the daily balance of a class
i use also QB desktop and there i have it
i think this is a reason enough to not recommend QBO to one that needs to use the classes functions
Would there be a reason this would work on some reports and not others? For example, I have always used classes as a 'wallet' for funds that come through our church, for projects for temporary funds. As of last year, however, it is not showing me any debits from a liability account for a loan. I create a yearly document that has all our project classes, and I am able to see both debit and credit transactions from all of those reports. Except for this particular one...Is this a bug? Do I need to create a new account for this transaction?
Thank your for joining the thread, @AmandaGCC. I’ll share some insights regarding classes in QuickBooks Online (QBO).
Classes are for tracking purposes only and are not accounts that will show up in the Chart of Accounts that will affect the debit and credit transactions. Tracking classes helps you get a clearer picture when it’s time to run reports of each segment's financial health.
Regarding recording liability transactions, we have to set up a liability account to record the money we owe. I’ll show you how:
I also recommend consulting your accountant for guidance about creating the account in your Chart of Account. This way, you’ll be able to choose the right selection when setting up the account.
For further details, you can refer to this article about recording the money you got from the loan and the detailed process of recording a loan repayment: Record the money you got from the loan and the loan repayment in QuickBooks Online.
Moreover, you can utilize the following articles when categorizing, matching and reconciling your account in QuickBooks Online.
Feel free to drop a comment below if you have further questions in mind regarding the Chart of Account. I’m just one post away from assisting you. Have a great day!
I understand how important it is to get the data for your business needs, @atrbsg
While these types of transactions is not yet in QuickBooks Online report , you can send feedback. Here's how:
Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.
For now, you can browse this link to learn which reports are available for your plan: Reports included in your QuickBooks Online.
Please commend below if there are other reports you need to customize. I'm always glad to help.