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February 3, 2022
Question

I need to create an opening balance sheet

  • February 3, 2022
  • 1 reply
  • 0 views
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1 reply

Level 8
February 3, 2022

Hi there, @mikea-uas-aerial. Let me help you create or open a balance sheet report.

 

You can go to the Reports menu and see it under the Business overview section. Here's how:

 

  1. Select Reports and then go to the Standard tab.
  2. Below the Business overview section, choose Balance Sheet.


     
  3. From the Report period drop-down, pick a term.
  4. Hit Run report.

 

You can also tick the star symbol to add it to the first section called Favorites.



 

However, if you're referring to create an opening balance, here's how to enter an opening balance for an account in QuickBooks Online.

 

I'm also adding this article as a reference about getting specific details from your financial data: Customize reports in QuickBooks Online.

 

I'm looking forward to your reply. If you have other concerns, please tag me (@Jovychris_A) to assist you more. Have a nice day ahead!