QBD Class Clarity — class coverage analysis for QuickBooks Desktop
What does this report analyze?
It reads a QBD snapshot file and produces a deep class coverage analysis: overall coverage rate, coverage broken down by transaction type (bills, purchases, invoices, sales receipts, deposits, journal entries), vendor class drift, partially classified transactions, and a full list of unclassified transaction lines sorted by dollar amount.
How is this different from QBDClarity?
QBDClarity is a general financial health report — it covers reconciliation, open bills, anomalies, equity postings, and includes a brief class coverage summary. QBD Class Clarity goes much deeper on classes specifically: it shows coverage per transaction type, identifies vendors with inconsistent class assignment, flags transactions where only some lines are classified, and produces a class-level P&L shadow when income transactions are present.
What is vendor class drift?
A vendor appears as a drift vendor when their transactions are split across two or more different classes and the minority class accounts for at least 10% of their classified transactions. This either indicates intentional multi-class allocation (which should be documented) or inconsistent data entry (which should be corrected).
What is partial coverage?
A transaction has partial coverage when some of its line items have a class assigned and some do not. This is more problematic than a fully unclassified transaction — it looks correct in QBD but only partially contributes to class-level reports, making P&L by class misleading.
What is the class P&L shadow?
If the snapshot contains invoice or sales receipt transactions with class assignments, the report will show income and expense totals per class, giving you a preliminary view of profitability by class. This is directional — it uses transaction line amounts, not the formal QBD P&L by Class report — but it highlights which classes are generating revenue vs consuming cost.
How does the coverage score work?
The coverage score starts at the overall classification rate (classified lines ÷ total lines × 100). It is then adjusted downward for high partial-coverage counts and high vendor drift counts. A score of 80 or above indicates solid coverage. Below 50 means class data is too incomplete to rely on for reporting.
Is my data stored?
No. Your snapshot is held in memory on the server for up to 1 hour to generate the report, then discarded automatically. Nothing is written to disk or stored in a database.
What file do I upload?
The qbdsnapshot.json file generated by the free QBDSnapshot Windows tool. Download it here. Run it with your QBD company file open — it exports the snapshot to your Desktop in 2–5 minutes. Nothing is sent anywhere during that step.