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melmoman
Level 1

how do I set the date on a new account for the ballance sheet for the past

 
1 Comment 1
AdonL
QuickBooks Team

how do I set the date on a new account for the ballance sheet for the past

Welcome to the Community forum, @melmoman! To provide an accurate solution, I'd like to know more details about your concern in QuickBooks Online (QBO).

 

If I may ask first, have you recently created a new account in the Chart of Accounts (COA) and are trying to reflect a starting balance for this account on the Balance Sheet as of a past date?

 

Any additional information you can provide will help me understand your specific situation and offer the most relevant advice. If possible, a screenshot of what you're seeing would be extremely helpful.

 

On the other hand, if you want to customize your Balance Sheet report to show past periods. Here's how:

 

  1. Log in to your QBO account.
  2. Go to Reports then search for and open Balance Sheet.
  3. Choose Custom dates from the Report period dropdown.
  4. Pick a historical date on the From and To options.
  5. Hit the Refresh report icon.

 

image (119).png

 

For detailed information about the Balance Sheet report, you may want to navigate through this article: Run a Balance Sheet report in QuickBooks.

 

I hope this helps you, @melmoman. If you have any questions while working through this process, feel free to post here again.

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