I am a PropManager. I created reports from Transaction By Details. I select by month, filter by property, credit, debit, balance. On some reports the balance is not there

Hello there, alicia-barnard-r.

Financial reports in QuickBooks give you tons of great info about your business. There are many ways to customize your reports.

Other reports will the balance and others won't. It's because QuickBooks looks at individual transaction lines.

If a line matches the report set, then the line is added to the report. Note that different reports read a transaction differently so the two reports you might think should have the same amount may show different amounts.

Learn specific ways to customize your reports to get awesome insights through this article: Common custom reports in QuickBooks Online. It helps you customize reports to fit your specific needs.

After customizing your reports, you can memorise them so you won't have to go through the same customization again. Here are some articles that will guide you through the steps.

• Learn how to get the most out of your financial reports.
• Memorise reports in QuickBooks Online.

I've got an interesting topic you can read about the latest update in our program. You can browse this page anytime: QuickBooks Online new features and improvements—April 2022.

Don't hesitate to post again if you have other concerns while customizing your reports. I'll be right here to help you.