When using classes for a nonprofit, what class do I use on a journal entry that only affects the balance sheet?

My classes are Fundraising, Programs, and Admin


"Affects the balance sheet" means you will be posting to Balance sheet account(s).

Class is best Never put on a JE if you also intend to use Mixed Classes, because that creates an Out Of Balance Class position for the balance sheet. You didn't explain why you intend to use a JE, of course, but here's an example:

You intend to shift an amount from Checking Class A to Savings Class B = bad move for a JE. You use a Write Check screen, for example, to make that entry. This will allow the Rows (bank account type data) to show the Change from the one account and its Class column, is negative, and for the To Account, that Row and Class column will show the positive. That is because you put Class on the Expenses tab entry where you show this is out of Checking and "to" Savings Bank.

So, for the answer of "what class do I use" the Answer depends on what you are trying to accomplish.


Pay a loan = write check for the data input screen, even if there is no Paper check in reality.

And some entries should not be classed and never use a JE. Example: Paying payroll liabilities when using QB Payroll in QB Desktop. I have examples of the errors, attached.

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