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Level 1

How to print a balance sheet report with just one bank account? I tried customized and selected the account and run the report and it showed $0!

 
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Level 15

Re: How to print a balance sheet report with just one bank account?I tried customized and selected the account and run the report and it showed $0!

a balance sheet is designed to show all assets, liability and equity

a bank account is just one of the assets

 

what are trying to get a report to show?

Level 1

Re: How to print a balance sheet report with just one bank account?I tried customized and selected the account and run the report and it showed $0!

My company have 4 bank accounts!  I'm trying to print the report for each account to show to my boss so he can see revenue and expenses per account!

QuickBooks Team

Re: How to print a balance sheet report with just one bank account?I tried customized and selecte...

Hi kathymuth,

 

When you say revenue and expense, I can think that you want to see the profit and loss report of your bank account. We're unable to do this, but you can run a report to show the incoming and outgoing transactions of that account.

 

Option 1: You can run the Balance Sheet Detail report to see the DEBIT and CREDIT columns of your bank accounts. They correspond to your incoming and outgoing transactions. To filter one bank account, you'll need to export the report to Excel and remove the other accounts you don't need.

 

Option 2: You can run a bank account quick report:

  1. Go to your Chart of Accounts.
  2. On your bank account, click the down arrow in the ACTION column.
  3. Choose Run Report.
  4. Click Customize.
  5. In the Negative Numbers section, place a check mark in the Show in red checkbox.
  6. Click Run Report.

Feel free to post again if you have other questions.

Level 15

Re: How to print a balance sheet report with just one bank account?I tried customized and selected the account and run the report and it showed $0!


@kathymuth wrote:

My company have 4 bank accounts!  I'm trying to print the report for each account to show to my boss so he can see revenue and expenses per account!


revenue and expense is not tracked by bank accounts, you track that with income and expense accounts, a profit and loss statement is what you want

 

If the bank accounts are for different businesses, then that alone is a problem, each business needs its own accounting.  But if the bank accounts are for different areas of the business, then you should be using classes (or locations in QBO) to track those areas

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