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Thend2019
February 21, 2019
Solved

Editing layout for balance sheet

  • February 21, 2019
  • 2 replies
  • 19 views

Does Quickbooks allow you to edit the layout of a balance sheet report?  I see where it allows you to customize certain items in a balance sheet but not changing names or allowing accounts to be set up under certain names. I know this sounds strange but we do a balance sheet now for our International office and we were able to change or edit the balance sheet layout for them. I was just wondering if Quickbooks allows you to do this. 

    Best answer by KhimG

    Thanks for getting back on this thread, @Thend2019.

     

    I’m here to share some insight regarding this matter.

     

    For both QuickBooks Online and Desktop, the ability to group accounts in any reports is currently unavailable. I suggest submitting feedback about this option to our developers for the inclusion in future product updates.

     

    Simply go to the Gear icon and select Feedback for QBO or click this link: QuickBooks Online Feature Requests.

     

    To submit feedback in QuickBooks Desktop, follow the steps below:
    1.    Go to the Help menu and select Send Feedback Online.
    2.    Select Product Suggestion.
    3.    On the QuickBooks Feedback window, fill out onscreen instructions.
    4.    Click Send Feedback.

     

    For more information about customizing reports, refer to the following articles:
    •    Customize reports in QuickBooks Desktop.
    •    Customize reports in QuickBooks Online.

     

    Please know that your voice matters and that enhancements and improvements to QuickBooks are largely the results of feedback provided by users like you.  Rest assured, I’m going to submit feedback on my end in regards to layout editing and putting accounts in groups on reports.

     

    As mentioned by my colleague, you can edit the layout and group the reports using Excel as a workaround. Check out these links for your reference:
    •    Export reports to Excel (QBO).
    •    Export report from QuickBooks Desktop to Microsoft Excel.

     

    That should do it. I’d love to hear from you. Let me know if you need anything else, I’ll be more than happy to help. Thanks for dropping by and take care!
     

    2 replies

    C
    Catherine_B
    Level 9
    February 21, 2019

    I appreciate the steps you've done to customize the report, Thend2019.

     

    Currently, QuickBooks for both Online and Desktop doesn't have an option that allows you to layout the balance sheet report. 

     

    I recommend submitting your feedback about editing the layout of the report. In QuickBooks Online, click the Gear icon and choose Feedback. Also for  QuickBooks Desktop, go to the Help menu. Choose Send Feedback Online and then select Product Suggestion. 

     

    In the meantime, you'll want to export it to Excel and layout the report from there. 

    Please let me know if you have further questions. I'd be glad to help you!


     

    T
    Thend2019Author
    February 21, 2019

    I am unsure if my reply came through, I am new at this.  So I apologize if this is a repeat.

     

    So, I understand you cannot change the layout in Quickbooks.  Can you put accounts in Groups in the balance sheet or Income Statement.  Here is an Example of what I am talking about:

     

    Assets

      Cash & Cash Equivalents

         Cash and Marketable Securities (This group would contain all the cash and investment accts)

         Total Cash & Cash Equivalents

     

    Current Assets

    1-Inventory (This group would contain all the inventory accounts)

    2-Prepaid Expenses (This group would contain all the prepaid Expenses)

    3-Accounts Receivable (This group would contain all AR accounts)

        Total Current Assets

     

    Would I still have to Export to Excel to make this layout from Quickbooks?

    K
    KhimGAnswer
    Level 7
    February 21, 2019

    Thanks for getting back on this thread, @Thend2019.

     

    I’m here to share some insight regarding this matter.

     

    For both QuickBooks Online and Desktop, the ability to group accounts in any reports is currently unavailable. I suggest submitting feedback about this option to our developers for the inclusion in future product updates.

     

    Simply go to the Gear icon and select Feedback for QBO or click this link: QuickBooks Online Feature Requests.

     

    To submit feedback in QuickBooks Desktop, follow the steps below:
    1.    Go to the Help menu and select Send Feedback Online.
    2.    Select Product Suggestion.
    3.    On the QuickBooks Feedback window, fill out onscreen instructions.
    4.    Click Send Feedback.

     

    For more information about customizing reports, refer to the following articles:
    •    Customize reports in QuickBooks Desktop.
    •    Customize reports in QuickBooks Online.

     

    Please know that your voice matters and that enhancements and improvements to QuickBooks are largely the results of feedback provided by users like you.  Rest assured, I’m going to submit feedback on my end in regards to layout editing and putting accounts in groups on reports.

     

    As mentioned by my colleague, you can edit the layout and group the reports using Excel as a workaround. Check out these links for your reference:
    •    Export reports to Excel (QBO).
    •    Export report from QuickBooks Desktop to Microsoft Excel.

     

    That should do it. I’d love to hear from you. Let me know if you need anything else, I’ll be more than happy to help. Thanks for dropping by and take care!
     

    T
    Thend2019Author
    February 21, 2019

    Ok, if you can't change the layout, are you able to create groups within either the Balance Sheet or Income Statement.  Example: Can you do this with Quickbooks?

     

    Assets

    Cash and Cash Equivalents

       Cash and Marketable Securities (This line would allow you to group all cash accounts together)

     

    Current Assets

    1-Inventory (This line would allow you to group all the inventory account together)

    2-Prepaid Expenses (Grouping all the prepaids together)

    3-A/R (Grouping all the Accts. Rec. together)

     

    I could go on further to show you what I mean.  I would appreciate any assistance.  Thank you!

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