If I collapse rows in a Balance sheet and then print it I get what I see on the screen. However, if I export to excel it undoes the collapses and I get all the rows?

Hi there, docca61-gmail-co.
 

I'm here to share some insights about how QBO displayed the data of your financial reports.

You can click the Arrow icon before the account names to collapse the rows of your Balance Sheet report. Take note that QuickBooks Online will still populate all the rows if you export the report to an Excel file. You'll have to manually collapse the column of the exported Excel report. Here's how:

1. Go to the Reports menu.
2. Select Balance Sheet.
3. Set the report date and accounting method.
4. Click the Export icon, then choose Export to Excel and then open the downloaded file.
5. Select the rows that you wish to collapse, then click the Data tab.
6. Select Group, then choose Group Rows.
7. Click the Minus sign on the left side of the rows to collapse them.

I also encourage reading these articles to ensure that you'll get the most out of QBO's reporting capabilities:

• Customize reports
• Memorize reports

Do you have any other concerns or further questions about reports? Just post them below. I'll make sure to answer them as soon as I can.