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Lisa J
Level 1

How do I enter starting balances by class?

I am trying to set up our Company in QuickBooks Online. No matter what I do, I can't get the information in so that I can print reports filtered by Class and get correct balances on my Balance Sheets. Can anyone tell me how to do this? I am getting very frustrated at this point...
1 Comment 1
MaryAnn_E
QuickBooks Team

How do I enter starting balances by class?

Hi there, @ Lisa J.

 

 

Pulling up a balance sheet 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 checkmark for the Class box.
  5. Click on Run Report.

 

Here's an article for more information about customizing a report for future references: How to customize your Profit and Loss report

 

Please let me know how that works. I'll be here and ready to help anytime. I'm cheering you on continued prosperity.

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