Did you read what the issue was before posting this advertisement? It is not a solution.

I can help point in the right direction about the importer tool, lakefrontbelt.

             
Based on the information provided, your concern requires expertise in handling software integration. I suggest posting this question to our Intuit Developer Forum.

This is a place where customers, engineers, and product developers discuss a variety of development topics. They'll be able to check if the app can assign classes to transactions (deposit to the revenue side or cash entries).

I’ve included articles for future reference. These resources cover all the details on how these features help you track income, expenses, profitability by the business department.

• Get started with class tracking in QuickBooks Online
• Set up and use location tracking

Please let me know if there's any other way I can be of assistance. As always, I'm just a few clicks away for help. Have a good one.

I am having the same issue.  I have a client with 7 classes and it is very important to run a balance sheet that balances by class!  They were able to do this with their desktop version but switched to on line as of 1.1.20.  Now the balance sheet is out of balance by all the checks that have been written because the class function is only available for the expense side, not the banking side!  Please advise.  And please consider fixing this on your product.

Aimee

Hello there, Aimee.

I got your point and see how beneficial to have the class function available on the banking side. When you transfer data from QBDT to QBO, not all information will be converted. Let's see and use this article to review the complete details about the conversion. 

Currently, classes are only linked to expense items or any other item you choose. For more details, you can check this article: Run a balance sheet by class or location. 

If you compare the Balance Sheet report to others, you can get additional details by checking it here: What is a Balance Sheet report?. 

Also, you may want to check our blog website to stay updated on our latest release features. It includes managing reports, transactions, and anything that may benefit your business. For additional reference, you can check these articles:

• Customize reports. 
• Memorize reports in QuickBooks Online. 

Let me know if you have other concerns with QuickBooks Online. I'm here to help in any way that I can. Take care and stay healthy.

I have a client with 10 rental properties, each one is set up as a class. When I run the standard balance sheet, cash is one number, I run balance sheet by class, its another number, and then the general ledger gives me a third number. 

The balance sheet by class say its out of balance.

There are lender requirements that we provide balance sheets by property.

Any idea why the multiple cash balances? How do I get the balance sheet balanced?

Fred

It's good to see you in the Community, @FredCPAstlouis.

I'll provide some handy insights why the amounts showing on the Profit & Loss and Balance Sheet reports differ."

The Balance Sheet report pulls data from the headers. It's because the class info doesn't get saved with the headers. As a workaround, you can run the Profit & Loss report instead to get the detailed data.

Here are the steps:

1. From the left, go to the Reports tab.
2. Use the Find report by name search bar to look for reports by name or browse the list.
3. Locate and select the report to open it.

Additionally, feel free to learn more about balance sheet FAQs.

I'm also adding these handy articles. This will help you manage and edit reports in QuickBooks.

• Run basic financial reports
• Customize reports in QuickBooks Online

You can always leave a comment below if you have further questions about QuickBooks and running reports. Have a good one!

Mich_S, thanks for the response. It does not make sense to me that a cash account on the standard balance sheet would have one number, the balance sheet by class would have another number. Cash on the balance sheet should be the same number.

I need the balance sheet by class to report the building's cash balance, its tenant ar, building cost basis, and its related liabilities. A profit and loss does not provide that information, only a balance sheet will.

The equity section of the class balance sheet should equal the owner's investment less losses less distributions. It should balance (assets = Liabilities +equtiy).

Fred Zrenner

I appreciate you for getting back to us and adding some clarifications, Fred.

Allow me to chime in and share some additional information about running the Balance Sheet report by class. 

The Balance Sheet report uses data from the header of the transactions. Since classes aren't linked to headers, filtering it by classes isn't achievable. You can display the class column on the report but it wouldn't be accurate.

For more details about this, feel free to check out this article: Run a balance sheet by class or location.

I've also collected these resources for additional guidance. These serve as your guide in managing your reports and how to troubleshoot your Balance Sheet report:

• Run reports in QuickBooks Online
• FAQ: Basic troubleshooting for balance sheets

You're always welcome to get back to me if you have other follow-up questions about your Balance Sheet report. I'll be more than happy to work with you again.

Hi,

I'm having difficulty assigning a class to a check. I use desktop and class tracking is on but something is wrong with my view and the memo column is very wide and doesn't allow me to see class column.

Anyone knows where to adjust  the view?

Thank you!

It is because Payments and Deposits do not have classes on both sides of the transaction for some ridiculous reason.

JasroV:

You aren't grasping the problem.

Z Zee:

Just grab the vertical divider and adjust the column width.

I actually just figured out the problem to my issue.

i followed these instructions and it fixed the issue.

Step 1: Change display settings in QuickBooks

Before adjusting any Windows settings, change your display and view preferences in QuickBooks.

1. Close QuickBooks Desktop.
2. Open the Windows Start menu.
3. Type "QuickBooks" into the search. Then right-click the QuickBooks icon and select Open file location.
4. In the folder, right-click the QuickBooks.exe file and select Properties.
5. Go to the Compatibility tab.
6. Select the Disable display scaling on high DPI settings checkbox. You can also select Change high DPI settings and then Override high DPI scaling behavior.
7. Select Apply and then OK.

I couldn't adjust the column widths because the vertical divider after memo wasn't there.

This is a great find. I'm saving it! Thank you.

When I run the P&L by class, BO creates a column 'not specified'.  The columns contains entries that are offset in my other classes.  A class is assigned at the time I create the bill.

It appears to be mostly for payments I make from the Temple to the Temple's school.

Robert