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Balance sheet by class report

The Balance Sheet by Class report is only available in QuickBooks Premier and &qb_enterprise_solutions;.

How do I create this report?

Choose Reports > Company & Financial > Balance Sheet by Class.

What this report tells you

This report shows a financial snapshot of your company as of a specific date. It calculates how much your business is worth (equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets).

QuickBooks segments this report by class. Each of your classes appears as a column.

Important: The Balance Sheet by Class report is an advanced report that differs from other QuickBooks reports. Specifically, QuickBooks calculates the class allocations for the report each time you run the report. Because of this, you may experience some unexpected results. Understanding and fixing these results requires a strong background in accounting and a good working knowledge of QuickBooks. Only use this report if you need a balance sheet broken down by class.

Date range

The date is today's date, but you can change the date by entering a different date in the As Of field.

Common questions

How does QuickBooks build the report?

Is there a special way to enter transactions for this report?

Why does my report show Unbalanced Classes?

Why does my Balance Sheet by Class show amounts in the Unclassified column?

Why does net income on the report differ from net income on the Profit & Loss by Class report?

Why is my Balance Sheet by Class a few cents off for certain columns and accounts?

Why can't I see journal entries QuickBooks makes for the Balance Sheet by Class?

How do I troubleshoot problems with the Balance Sheet by Class?

See also

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