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Bruuske
Bruuske
January 21, 2019
Question

Balance Sheet by Class using QuickBooks for Mac 2019

  • January 21, 2019
  • 2 replies
  • 17 views

I've set up my individual rental properties as classes in QuickBooks for Mac 2019 and it looks like I can get a "profit and loss report by class" but I'm not finding a "balance sheet report by class." How do I get this or is their a workaround? 

2 replies

M
MirriamMQuickBooks Team
QuickBooks Team
January 21, 2019

Hi there, Bruuske,

 

I'm here to get the help you need in pulling up a Balance Sheet Report by Class.

 

Here's what you'll need to do:

  1. Go to Reports menu at the top.
  2. Click Company & Financial. 
  3. Select Balance Sheet by Class.

That's it! If there's anything else you need help with in pulling up reports, please feel free to reach back out. Have a great day!

Bruuske
BruuskeAuthor
January 21, 2019

Hi MirriamM,

 

Thanks for your reply. I'm still having trouble finding the "balance sheet by class report." I've attached a screenshot of what I see in the reports menu. I'm running QuickBooks for Mac 2019 and I've attached a screenshot of the exact version that I'm using.

 

Before I purchased this version new a few months ago, the Quickbooks salesperson assured me that the features of the Mac version were identical to the PC version so I'm hoping I can get this report working.

 

Cheers,

 

Chris

 

HoneyLynn_G
HoneyLynn_G
Level 6
January 22, 2019

Hello there, @Bruuske.

 

I appreciate you coming back to us for additional support and providing more details. Allow me to join this thread and share some more insights about the available reports in Mac.

 

Currently, you can only pull up the Balance Sheet by Class report in the PC version. As a workaround, you can customize the available Balance Sheet reports in QuickBooks for Mac to filter it by class.

 

Here's how:

  1. Click Reports.
  2. Choose Company & Financial.
  3. Select Balance Sheet Summary.
  4. Click Customize Report.
  5. Go to the Filter tab.
  6. Select Class.
  7. Click the All classes drop-down arrow and choose Multiple classes.
  8. Click Select All.
  9. Click OK.
  10. Click OK.

To know more about customizing reports, please check this link: Customize reports in QuickBooks Desktop

 

While we don't have a direct report in QB Mac, I'd suggest sending feedback to our Product Developers. By doing so, this will help us make the request for the feature to be included in future updates.


I'm going to send the same request over here on my side, so we're getting them through both employee and customer channels.

  1. Go to QuickBooks at the top menu bar.
  2. Select Preferences.
  3. From there, choose Feedback.
  4. On the Preferences pane, select Feedback and enter your suggestions.

Let me know if there's anything else I can help you today. I'm just a comment away. Have a nice day ahead.

HoneyLynn_G
HoneyLynn_G
Level 6
January 23, 2019

Hello again, Bruuske.

 

Thank you for getting back and trying the recommendation given by my colleague.

 

Normally, you should be able to tick the Class box after clicking the Filter icon. Since you don't have this option, I recommend calling our phone support. They can initiate a screen sharing session to help you more in customizing your report.

 

Here is the link on how and when to contact them:

  1. Visit this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Mac Desktop.
  3. Select the issue/topic.
  4. Click the Get Phone Number button to see the support number.

And of course, I’m here to help you if you have other concerns. Please also keep me posted on how the call goes. I'd like to make sure this is taken care of.

Bruuske
BruuskeAuthor
January 24, 2019

Hi HoneyLynn_G

 

I called customer support and the Mac version just can't do the same thing as the PC version, i.e. generate a Balance Sheet by Class. They tried some customizations and couldn't get anything to generate Balance Sheet that had columns for each Class and a totals column.

 

The only thing we can do is put in a product feature request, which I did. I'm hoping that report gets added soon as it's critical to my business, which is probably why it's featured in the PC version.

 

Cheers,

 

Chris

    AlcaeusF
    AlcaeusF
    Level 14
    January 24, 2019

    Hi, @Bruuske.

     

    Thanks for getting back on this thread. We value your feedback and product suggestions and I appreciate you sending some.

     

    These requests and suggestions are forwarded directly to the Product Development Team for consideration in future updates. This will also help them know how this feature will make your QuickBooks experience smoother. Please know that I'm going to send feedback regarding this as well.

     

    Thanks for being a part of our QuickBooks family. Should you have any follow-up questions or concerns, please let me know in the comment section. Take care and have a great rest of the day!

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