Don’t have a snapshot? Download QBDSnapshot — runs locally, nothing sent during generation.
Step 2 — Set date range (optional)
Your snapshot is held in memory for 1 hour to generate your report and then discarded. No company data is stored.
What this report covers
1
Coverage by type
Bills, purchases, invoices, sales receipts, deposits, and journal entries — each scored independently. See exactly where class assignment is breaking down.
2
Vendor drift
Vendors whose transactions are split across two or more classes. Often indicates data entry inconsistency or a vendor that legitimately serves multiple cost centers.
3
Unclassified transactions
Every transaction line without a class, sorted by dollar amount. Prioritize the largest — they have the most impact on class-level reporting.
4
Partial coverage
Transactions where some lines have a class and some don’t. These create misleading class reports because only part of the transaction is captured.
5
Class P&L shadow
Income and expense totals per class, giving you a preliminary picture of profitability by class before running a formal P&L by class in QBD.
