cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Tom208
Level 2

Balance sheet by location

Can I run a balance sheet by location on QuickBooks online?

1 REPLY 1
QueenC
Moderator

Balance sheet by location

Hello there, @Tom208.

 

Yes, you can run a Balance Sheet by location in QuickBooks Online (QBO) and it's my pleasure to assist you in doing so.

 

First off, it's a good idea to understand which portion of the transaction QuickBooks uses to obtain the data before you run your balance sheet report by class or location. You can assess the accuracy of your report using this. You can refer to this article to know how: Run a balance sheet by class or location in QBO.

 

To filter a balance sheet by location, please follow the steps below:

 

  1. Go to the Reports menu.
  2. In the Find report by name section, type Balance Sheet.
  3. Click the report to open.
  4. In the Display columns by ▼dropdown, select Locations.
  5. Click on Run report.

 

Note that this option is only available in QuickBooks Online Plus and Advanced. 

 

You'll also want to read through this article to know more about the customization settings on reports and consider memorizing them after: Customize reports in QuickBooks Online.

 

If you require any additional suggestions with regard to running reports in QBO, don't hesitate to reach out to us again. Have a good one.

Need to get in touch?

Contact us