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Is there a way to collapse certain sections on my balance sheet "bank accounts" and save the report with the accounts collapsed?

 
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QuickBooks Team

Re: Is there a way to collapse certain sections on my balance sheet "bank accounts" and save the ...

Hello there, @bookkeeper21

 

I'll share the two options on how you'll be able to see and save the collapsed Bank Accounts sections on the Balance Sheet report. 

 

You can either click the Collapse section or the Bank Accounts category on the report. This way, it will reflect the collapsed sections under your Bank Accounts. Here's how: 

 

  1. Go to Reports from the left menu. 
  2. On the Search box, enter Balance Sheet.
  3. On the report page, customize the date ranges.
  4. Either click the Collapse section or the Bank Accounts category.
  5. Click Run Report

 

Once done, you can save the report by clicking the Save customization button at the upper right. Then, you can enter the Custom report name and click Save. Please see the screenshot below to serve as you visual guide. 

 

 

 

 

For more information about the report, you can check out this helpful article: What is a Balance Sheet Report?. If you want to learn more about customizing reports in QuickBooks, here's a great article you can refer to: Customize Reports

 

The steps above will help you achieve your goal, @bookkeeper21. Please feel free to click the Reply button if you have follow-up concerns about this or should you need anything else. I'll be around to help.