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January 25, 2023
Question

Balance sheet report - for a selection of accounts

  • January 25, 2023
  • 1 reply
  • 0 views

Hi

 

Balance sheet report - for a selection of accounts

 

On Desktop I was able to run a balance sheet report for a selection of accounts .

This was useful to provide monthly movements of for example all accrual accounts.

 

I have been struggling to create such a report in the online version.

Does anyone have any ideas

 

Thanks

CP

1 reply

January 25, 2023

Hello there, @CLP417. I can see your interest in having the option to run a report that you can modify to show a selection of specific accounts and their progress in QuickBooks Online (QBO). I'll share some details about this feature.

 

Before anything else, I understand how this option would help you monitor the growth of your business. As I've checked here on my end, there isn't a report available that'll give you the exact data you wanted. Although in QuickBooks, we can customize specific reports to show the data we need, the option to have a selection of certain accounts is unavailable at the moment.

 

If you still wish to have this feature available in QBO, I'd recommend sending feedback to our Product Development Team. This way, they'll see your request and have it added to future program updates. I can input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the top right-corner, click the Gear icon.
  3. Under Profile column, select Feedback.
  4. Enter a brief description of your feature request.
  5. Once done, press Send.

 

In addition, see this helpful article about creating custom reports in QBO: Customize reports in QuickBooks Online.

 

If you got time, you could also visit this page to learn how you can keep your current report settings and have it carry over to your next schedule of reporting data: Memorize reports in QuickBooks Online.

 

Thanks for dropping by, @CLP417. I'll be here in the Community space if you have any additional QuickBooks-related concerns or need help performing a specific task in the program. Feel free to click the Reply button below. I'll make sure to get back to you as soon as possible. Take care!