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How to correct my client's Balance Sheet to get the Bank Accounts on top not the Accounts Receivable
Hi Elakanah,
Thanks for posting in the Community!
As of now, the ability to rearrange the accounts in the Balance Sheet according to liquidity is unavailable in QuickBooks Online (QBO). For now, I recommend submitting this valuable input to our software engineers. They might consider your suggestion and include it in our future product updates. To do that:
As a work around, I recommend exporting the report through Excel and customise it from there to move the bank accounts to the top. Here's how to export reports to Excel:
Moreover, we can customise reports to filter them to show specific customers or accounts. This way, only the needed information will appear in the reports.
Drop by again in the Community if you have other QuickBooks concerns. I am around to help you.
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