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Thanks for posting your concern, Mark. I appreciate what you've done so far on your end. However, there's some help I'll need from you to identify and address your concern about Balance Sheet.
For me to provide you with the appropriate solution, will you be able to somehow send me a screenshot? This way, I can visualize the issue you've encountered on your end. Any additional information would be much appreciated.
I'll keep an eye out for the comment section should you need additional assistance in managing reports and any QuickBooks-related concerns. Stay safe.
How do you assign a business and class to a transfer without deleting the bank record and manually creating a journal entry? Is this a feature that will be implemented? You can see business and class are null and there is no way to enter on the transfer screen. In this case it's a refund that credits a current inventory account and debit bank.
I replied with a screenshot
Thank you for returning to this thread and providing us with information, mark. Let me share some details about tracking your transactions by class in QBO.
Based on the screenshot above, we can only add a class to the specific report but not with your transferred transactions alone. If you wish to add a specific class to those transactions, we can export them to Excel and manually add a class to it.
Here's how:
After this, open the Excel file and manually add a class to your transactions.
Additionally, I added this article if you wish to manage your inventory in QBO Plus and Advance: Set up and track your inventory in QuickBooks Online.
Feel free to reply to this thread if you have more concerns regarding your transactions in QBO. We're here to assist you 24/7.
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