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March 10, 2020
Question

How do i run a report to show balances only

  • March 10, 2020
  • 1 reply
  • 2 views
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1 reply

MichelleBh
Level 8
March 10, 2020

Thank you for posting here in the Community, @azma-syed.

 

I'll share with you the three options to run a report that will show the total balances only in QuickBooks Online.

 

Getting the total balances in a report depends on the information you need. If you want to get the total balance of each account, simply run the Balance Sheet Summary. In the Display columns by drop-down, choose Total Only and hit Run report. 

 

See the sample screenshot below.

 

For the total balances of each customer, you can access the Customer Balance Summary report. And for the supplier's balance, run the Supplier Balance Summary report. 

 

 

Please browse through this article: Run reports. You'll find steps on how to set up general report preferences, print, email, and export them. 

 

You also have an option to customise the report to see the specific data. For the detailed steps, check out this article: Customise reports in QuickBooks Online.

 

Additionally, please let me know what specific report you want to run in the program. Any further information will help me make sure that I can provide you with the best resolution.

 

If you have another concern, don't hesitate to leave a comment below. I'll be here for you.