Thanks for the welcome, Shiella.

I have read the articles and can now understand why it is not possible to produce a Balance Sheet report by class, only a Profit & Loss account by class.

I would like to send my client a Balance Sheet showing the breakdown of assets into Restricted and Unrestricted Funds. My plan is to export the Balance Sheet report from QBO to excel and then make the adjustments to show the breakdown of assets into Restricted and Unrestricted funds. Do you agree that this would be a good way forward?