Filtering Comparative Balance Sheet by specific classes changes the bank account balance

Welcome to the Community, @keskes. I'm here to help you get past this issue. 

This behavior where your bank account balance changes when filtering Comparative Balance Sheet by specific classed is often caused by damaged data. I recommend running the Verify/Rebuild tool to help us identify the most commonly known data issues within the file and resolves them.

Before we start, let's ensure to backup of your company file. Then, we can proceed to verifying and rebuilding your data in QuickBooks Desktop.

Here's how:

1. Click File at the top menu.
2. Go to Utilities.
3. Select Verify. Then, repeat the first two steps and select Rebuild.

You can also check out this article for the detailed steps on running the Verify and Rebuild tool in QuickBooks: Resolve data damage on your company file.

for future reference, read through this article to learn more about Comparative Financial Statements to determine the profitability and financial soundness of your business. 

I'll be right here if you need anything about QuickBooks. Wish you all the best.

Hi keskes, 

Hope you’re doing great. I wanted to see how everything is going about the Comparative Balance Sheet report concerns you had yesterday. Was it resolved?

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

Katherine,

Thanks for the follow up.  I ran the verify and rebuild like you said and the issue still exists.  The comparative balance sheet, when filtered by class, still ignores transactions created from Make Deposit and Write Checks that are split to different classes.  The report works fine until filtered, then I believe those transactions are considered Unclassified at that time.

Kurt

This is not the kind of experience that we want you to have, keskes. 

If the issue persists, I'd recommend contacting the support team. This way, they can pull up your account and investigate the root cause of this problem.

Here's how: 

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect. 

Due to the pandemic, we have limited staffing and reduced our available hours. To ensure that you'll be assisted on time, check out our support hours.

Let me know how it goes. I'll keep an eye in your response. Have a great day!