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May 11, 2023
Question

Can i get a report that lists all the opening account balances in qbo?

  • May 11, 2023
  • 1 reply
  • 0 views
it seems you need to go to each account in the coa individually i would like a report that displays all entries similar to a trial balance

1 reply

May 11, 2023

Great to have you here in the Community, hpresent. I'd like to share information about how you can run an account's opening balances in QuickBooks Online (QBO).

 

Currently, there's no available report to list all of the opening balances in your account in QBO. I recognize the convenience of having a way to review the opening balances seamlessly.

 

In the meantime, I suggest utilizing the Balance Sheet Detail report and customizing it to show your accounts' Opening Balance. To guide you further, please follow these steps: 

 

  1. Go to the Reports menu. 
  2. In the search field, enter and click on Balance Sheet Detail.
  3. In the upper-right corner, tap the Customize button.
  4. Place a checkmark beside the Memo/DescriptionAmountSplit, and other columns necessary details you'd like to view.
  5. Once done, tap Run report.

 

Also, you can either export it to Excel or print it after.

 

While this option is unavailable, I recommend sending a feature request directly to our Product Development Team. Ideas like this help identify the features our customers want the most for consideration in future enhancements.

 

Additionally, I'm adding some resources you can check out to learn more about how to customise and personalise your reports in QBO seamlessly: Customise reports in QuickBooks Online.

 

Keep me posted if you still have questions or concerns about managing your reports in QBO. I'll be here to lend a helping hand. Have a great day ahead!