How can I do a quick search to trace transactions? I noticed the balance sheet for a specific month is out of balance, Total asset are not equal to total liabilities.

Thanks for posting this here in the Community. I'll share an insight to help you track to determine the reason why your balance sheet is out of balance.

If it's out of balance in cash basis only, you'll want to locate the transaction or transactions that causes the issue. Find the date when the report went out of balance. Here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Reports tab.
3. Select the Balance Sheet Summary report, and then customise it.
4. Once done, click Run report.

To learn more about customising a report inside QBO, see this page: Customise reports in QuickBooks Online.

Once you find the transaction or transactions causing the problem, change the dates on them. You'll want to take note of their current date and then save each transaction. You'll want to refresh the report to see changes to your data.

If changing the date on your transactions doesn't work, you can consider re-entering them inside your company.

Additionally, I've got you this article in case you'd like to set scheduled reports and have them sent to your colleagues: Set schedule and email information for a memorised report.

Please don't hesitate to leave a comment below if you need further assistance with this. I'll be more than happy to help you out again. Stay safe, and have a nice day!