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It's a pleasure to have you here in the Community, @hsnshahzad. Yes, there's a way to see a monthly balance sheet report in QuickBooks Online (QBO). I'll be more than happy to guide you through the process for your accurate financial reporting.
Creating a monthly balance sheet report is important for effective business management as this provides a detailed snapshot of a company's financial health. Just like QuickBooks Desktop, we do have the option to customize the balance sheet report in QBO.
To get started, kindly follow these steps:
- Sign in to your QBO account.
- Go to the Reports tab and select Balance Sheet.
- Select the Report Period, then select Months in the Display columns by dropdown.
- Click Run Report.
- Once done, let's save the current customization for future purposes by clicking Save Customization.
- Enter Balance Sheet Report by Month for the Custom Report Name.
- You can click Share with dropdown to share it with the other users.
To access custom reports in the future, you can go to the Custom Reports tab.
Furthermore, this informative article will help you if you're looking to email or print a report, you can follow the step-by-step guidance in the Manage your reports section to begin the process: Manage a report in QBO.
Are you aware that you can receive tailored assistance and expert guidance to help you better understand your financial reports? Consider exploring QuickBooks Live Expert Assisted, a service that connects you with knowledgeable professionals.
By generating this report monthly, you can gain valuable insights into your financial performance and track progress over time. If there's any assistance I can offer, please tag my name and I'll be here right away.
