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Level 1

Financial Reports and Reporting Features

I want to show the account balance on the summary sheet for an account without running the report. There is a column heading for QBO and Bank Balance.

1 Comment 1
Level 11

Financial Reports and Reporting Features


Are you referring to the Chart of Accounts list that you see two columns (QuickBooks Balance and Bank Balance)?


Currently, it's listed for the Balance Sheet accounts. There is no way to customize and include Profit and Loss revenue and expense accounts to this list at this time.

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