When I export a report such as a Balance Sheet to Excel, the balances do not transfer. How do I get Report to include balances?

Hello, @lindak1119.

I'm pleased to have here in the Community forum. I can guide you on how to add the balances on your report when exporting it to Excel.

To add the balances to the Excel file, you need to customize the report to add the Balances column.

Here's how:

1. Click on Reports at the left pane, then look for Balance Sheet Detail on the search field.
2. Go to the small gear icon, then check the box beside the Balance column and tap on Run report.
3. The balances are now showing up on the page.

Then, export it to Excel by tapping on the Export to Excel button from the export icon.

For additional reference about running and customizing reports in QuickBooks Online, you can read the information from this link: Run reports in QuickBooks Online.

If that doesn't make any difference after adding the Balance column, you can perform some basic troubleshooting steps to check if the problem is within the browser you're using. To start, export your report via an incognito/private browser. Here are the keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works fine, you need to clear your browser’s cache to start fresh.

Lastly, you can memorize your reports if you want to save the current customization settings. Here's the link for the instructions: Memorize reports in QuickBooks Online.

Please let me know in the comment section if you have any other questions. I'm always here to answer them. Have a good one!