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kschult2
Jan 23, 2024 4:20 PM UTC
Solved

Balance Sheet report doesnt collapse

Hi all. I noticed a weird bug for balance sheet report. When I click on "collapse", only the asset accounts collaps, not liabilities and equity.

KimberlySAnswer
Jan 23, 2024 5:36 PM UTC

Hello there, @kschult2.

 

I'll share some information to help you navigate your reports in QuickBooks Online.

 

Running reports is essential to have an overview of the financial status of your business. You can click on each account to hide or display corresponding subaccounts and other details. Also, note that this can be done per section.

 

With this, you can instead select the account manually to collapse or expand it accordingly.

 

Moreover, you might want to review these resources to help you manage your reports depending on your business needs:

 

 

I'll be around if you need further assistance managing your report or other related concerns in QuickBooks Online. Just click on the Reply button to keep me updated.

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6 replies

KimberlySAnswer
Jan 23, 2024 5:36 PM UTC

Hello there, @kschult2.

 

I'll share some information to help you navigate your reports in QuickBooks Online.

 

Running reports is essential to have an overview of the financial status of your business. You can click on each account to hide or display corresponding subaccounts and other details. Also, note that this can be done per section.

 

With this, you can instead select the account manually to collapse or expand it accordingly.

 

Moreover, you might want to review these resources to help you manage your reports depending on your business needs:

 

 

I'll be around if you need further assistance managing your report or other related concerns in QuickBooks Online. Just click on the Reply button to keep me updated.

kschult2Author
Jan 24, 2024 1:30 PM UTC

You do not understand my question. I know how reports work, I have been using QB for 17 years. My question (again) is  - when I press "collapse", the entire report should collapse all of the sublevels. The asset side of the balance sheet DOES collapse, the liabilities and equity does NOT collapse. Yes, I can do it manually but thats not the point. I have already screen shared with helpdesk and they couldnt fix it. I assume its a bug, can someone help?

kschult2Author
Jan 24, 2024 1:46 PM UTC

nevermind, I know what i did wrong.

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