Morning Aaron. Thanks for the video. I'm using Classes to seperate different restricted funds within a charity but I can't see how to generate a report which shows the balance of each class (fund) brought forward and the balance being carried forward at YE. Does the class feature only deal with current year P+L transactions? How would you recomend accounting for different funds for charities within QBO? Many thanks, Craig
Morning Aaron. Thanks for the video. I'm using Classes to seperate different restricted funds within a charity but I can't see how to generate a report which shows the balance of each class (fund) brought forward and the balance being carried forward at YE. Does the class feature only deal with current year P+L transactions? How would you recomend accounting for different funds for charities within QBO? Many thanks, Craig
P&L by Classes will give you the report you need - thanks