How do I format the Statement of Financial Position to have indentations on both the account names and the column of figures?

Hello, @SuzanneHSV. Let me assist you with customizing reports in QuickBooks Online (QBO).

Financial reports provide you with information about your business. You can customize reports and format the layout so the right data shows up in the right place. 

To do so, here’s how:

1. Go to the Reports menu.
2. Find and open report.
3. On the right-top corner, click Customize.
4. Under "customize report", you can customize the General, Rows/Column, Filter, and Header/Footer sections.
5. Click, Run report.

After you customize a report, you can have the system memorize it by pressing Save customization. Proceed with entering a name for it, then hit Save to complete.

Furthermore, you can checkout this article on running and customizing reports: Customize reports in QuickBooks Online.

For future reference, you can also refer to this article on exporting reports, lists, and other data from QuickBooks Online.

Let me know when you need further assistance with customizing reports. I’m just one post away. Have a great day!

Thank you! The QBO member I chatted with confirmed that I cannot get the same format in QBO as we got from the desktop version. If my board members really don't like the new format, I will try your Excel work around.

Thanks for the help. I had already customized my report as you described, but the format was still not what we were used to in the desktop version of QB.  I chatted with John at QB who viewed the report from the desktop version and the online version and confirmed that the online version does not offer the same formatting options. 

Hi, @KimMcCPA.

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

We love to see members supporting one another! Have a great day.