Hi there, xianghong-lin.
One of the reasons your General Ledger balance doesn't match the balance sheet is that the period date and the accounting method are not the same. And, it's also possible that several transactions are not yet posted or updated to General Ledger.
I suggest opening both reports and choosing the same accounting method and period. You'll also have the option to customize these two statements so you can easily differentiate the balances.
Here's how:
- Click the Reports at the left panel.
- Go to the search icon and type either General ledger or Balance Sheet.
- Select the drop-down arrow under the Report period and choose the specific date.
- Choose between Accrual or Cash as the accounting method.
- Hit the Customize button.
- From the Rows/Columns section, choose which rows and columns appear in the report.
- Go to the Filter drop-down arrow. Then, select which accounts appear on your report.
- In the Header/Footer section, decide what appears in the header and footer.
- Hit the Run button report.
For additional information, you can click this article: Customise reports in QuickBooks Online. This also provides information on how to manage and share custom reports.
Please check this article to see which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
