How to get a Balance Sheet Detail report that can be printed as one report in new QuickBooks Online?


Although there is no standard “Balance Sheet Detail” report in new QuickBooks Online, you can run and customize the “General Ledger” report which should reflect exactly like the “Balance Sheet Detail” report if there’s one such standard report.
To run this report, from the home page screen

  • Go to blue navigation bar on the left
  • Select Reports
  • Select “Go to report” (magnifying glass) type General Ledger
  • Select “General Ledger”
  • Click “Customize” button on top left
  • Select “Lists” on the left
  • You will notice “Account” and “All” as default under Lists
  • Select “All Balance Sheet Accounts” under Account drop-down selector
  • Change Report Title from “General Ledger” to “Balance Sheet Detail” under Header/Footer heading
  • Run Report
  • Change Transaction Date as needed
  • Save Customizations button, if like to Customize Reports for permanent use
%d bloggers like this: