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2
2robertc
March 18, 2019
Question

Printing P&Ls and Balance Sheets for multiple Classes

  • March 18, 2019
  • 6 replies
  • 33 views

Hello out there - I run a medical group practice of 75 physician partners.  Each doctor has a unique class assigned to him/her so that I can track income and expenses by individual.  Come the end of the month, I need to distribute to each of them their own P&L and Balance Sheet.  I'm hoping someone can explain to me how to do this in one simple easy step because I'm having trouble figuring it out.

 

Thanks

6 replies

A
Anonymous
March 18, 2019

Hello 2robertc,

 

I can help you print the reports you need. 

 

QuickBooks have already prepared these reports for you. Here's how to pull them up:

  1. Click on the Reports menu.
  2. Choose Company & Financial. 
  3. Choose either Profit and Loss by Class or Balance Sheet by Class. 
  4. Choose the Dates. 
  5. Click on the Excel button.

Download and save it on your computer. From there, customize it show only one class (hide the columns for other the classes) of the Balance Sheet then print it. 

 

If you have any questions, please let us know. We'll be right here to help. 

2
2robertcAuthor
March 18, 2019

Hi Garlyn-  One more question.  I'm not seeing the Balance Sheet by Class in my Company & Financial Reports menu (See attached).  Is that because I'm using QB 2013?  I suspect the answer is "yes".  My plan is to upgrade this year but in the meantime, can you provide instructions to help me create the Balance Sheet by Class Report in the version of QB that I am using.

 

Thanks for assistance

Angelyn_T
Angelyn_TModerator
Moderator
March 18, 2019

Hi there, @2robertc.

 

Thank you for adding a screenshot and getting back to us here in the Community. Allow me to join the thread and help share additional information about running reports in QuickBooks Desktop (QBDT).

 

You have the option to filter the report by the individual class so that the chosen class will only be the one reflected in the report.

 

  1. In the report page, click on Customize Report.
  2. Click on Filter.
  3. Look for Class under Choose Filter.
  4. Select a class in the Select Class page.
  5. Click OK.

Once done, you can now proceed with printing the report and do the same thing with the rest of the class.

 

On the other hand, yes, the Balance Sheet by Class report is not available in the 2013 version of QuickBooks. You may need to upgrade your QuickBooks to run the report. However, you may run the Balance Sheet Detail report and filter or add the class when customizing the report.

 

To learn more about customizing reports in QBDT, you may check this article: Customize reports in QuickBooks Desktop.

 

Please let me know if you have any other questions about running reports in QBDT. I'll be always here to help you.

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