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Level 2

Class quick reports

Is there a way to run a quickreport on a class that includes the opening balance? I'd like to be able to run this report for a month or a year and have the balance be accurate - as of now it only shows the running balance for the transactions that occur over the time period included in the report.

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QuickBooks Team

Class quick reports

Hi there, edenwillow.

Welcome to the Community. I'm here to provide details about pulling up a quick report on a class that includes the opening balance on your QuickBooks Online.

 

Pulling up a quick report on a class that includes the opening balance is not yet an option in QuickBooks Online. You can only pull up the running balance of a Class. One of the reports that show the balance is the Transaction Detail By Account and filter it by Class.

 

To do that:

  1. On the left panel, click Reports.
  2. Type Transaction Detail by Account in the search box.
  3. Change the Report period, and click the Customize button.
  4. Click Filter to expand, put a check mark for the Class box.
  5. Click on Run Report.

 

Also, I'd encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates. You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to the following link: https://feedback.qbo.intuit.com/.

 

This should keep you moving today. Please let me know if I can be of additional assistance. I hope you have a wonderful week ahead.

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