Assigning Class to Build Assembly

Hi @DDC_LCruz,

I'll help you out with your reports and have them show accurate information in QuickBooks Desktop (QBDT).

Let's take the report you stated above as an example. On the Balance Sheet by Class report, you need to assign the class on the transaction. This way, you can clear out those transactions that appear under the Unclassified column.

See this article for more details: Why does my Balance Sheet by Class report have unclassified amounts? It has a short description of what you can do to fix your situation. 

I'll share this article with you as well: What transactions are not supported by Balance Sheet by Class? It has a complete list of all transactions that you can see under the Unclassified column, along with the steps to fix it.

Feel free to tag me in your reply if you have other concerns with your reports in QBDT. I'll be sure to handle them for you. 

Still running into an issue where transactions with a class already assigned to them are not appearing in the correct class in the balance sheet by class. I checked to ensure that the transaction, as well as the items in the transaction are all assigned a class.

Thanks for getting back to us and for sharing additional details, @DDC_LCruz.

I’m here to help and get you back in working order. Let’s try running the Verify Rebuild tool to isolate this issue. This tool scans your QuickBooks Desktop (QBDT) company file for data problems and resolves them right away. Let me show you how:

To Verify:

1. Go to the Window menu and select Close All.
2. Then, go to the File menu.
3. Select Utilities.
4. Click Verify Data.

To Rebuild:

1. Go to the File menu.
2. Select Utilities.
3. Click Rebuild Data.  

You can also check this article for more details: Verify and Rebuild Data in QuickBooks Desktop.

Let me also add these resources that you can read for reference in case you need to learn how to personalize and export your reports from QBDT: 

• Customize reports in QuickBooks Desktop
• Export reports as Excel workbooks in QuickBooks Desktop

Keep me posted if you have any other concerns or questions in managing your reports in QuickBooks. I’ll be around to back you up. Have a great day ahead and keep safe.

Hi,  I was looking at this thread because we are having the exact same issue.  We are using Class to denote locations.  We just started using Builds, and always build to an Inventory Site (and bin, which is a sub-location of the Site).  Since we cannot choose the Class when creating a Build, all Builds become Unclassified.  I've tried Verify and Rebuild (no errors) but this issue was not fixed.  We are using 2024 QB Desktop Enterprise.  If we could tie an inventory site to a Class, that might solve this problem.  Any thoughts of how to Add Classes to Builds?

I appreciate you joining this conversation, TomEu. Let me chime in and share some details about adding classes to your Build Assemblies.

The option to add Classes to Build Assemblies isn't available in QuickBooks Desktop (QBDT). In line with this, Builds will be categorized as Unclassified. On that note, we can run a different report or use another financial data aside from Balance Sheet by Class if you have assembly items. 

Nevertheless, we would love to hear your ideas about having this functionality in the program, and I suggest submitting feedback. This will be shared with our Product Development Team. 

Here's how: 

1. Go to the Help option.
2. Choose the Send Feedback Online option.
3. Select the Product Suggestion option. A pop-up window displays.
4. Enter your feedback suggestion.
5. Click the Send Feedback button.

You may refer to this article to learn more: What transactions are not supported by Balance Sheet by Class in QuickBooks Desktop? 

Please feel free to bring forth any inventory-related questions or issues you would like to discuss, TomEu. I will gladly offer support and guidance to the best of my abilities. Additionally, I wish you a safe and pleasant day ahead.  

Thank you.  I'll send some feedback.  Meanwhile I've worked around the issue by making General Journal Entries for the month end to move the dollars into the correct Classes.

We have not figured out how to add the class to the build assemblies BUT in order to get the #'s to show up on the balance sheet, we make a journal entry for the exact amount that the build assemblies creates for the month.  Using the same g/l account and the same amount but only classifying 1 part of the journal entry.

This in turn, does not affect your balance sheet numbers, but will classify the numbers.