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How do I make an account roll up to show only the summary balance on the balance sheet.

How do I make an account roll up to show only the summary balance on the balance sheet.

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Moderator

Re: How do I make an account roll up to show only the summary balance on the balance sheet.

Sending good vibes to you, Spin.

Let me help you go over to your balance sheet and roll this up to show the summary balance.

 

To roll up the account to show the summary balance, you can either use the Balance Sheet Standard report or Profit & Loss Standard report.

 

Here's how:

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Company & Financial.
  3. Choose either Profit & Loss  Standard or Balance Sheet Standard report.

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I've got an article that you might find interesting: https://quickbooks.intuit.com/community/Help-Articles/Profit-and-Loss-report-does-not-match-a-sales-....

 

You know where to find me if you have any other balance sheet concerns. Have a nice day.