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hernan323
Level 1

owners equity report

Hi guys, 

 

i am trying to access the owners equity report but i cannot seem to find it in the reports sections 

1 Comment 1
KimberlyS
Moderator

owners equity report

Hello there, @hernan323.

 

I can guide you on accessing the owner's equity report in QuickBooks Online.

 

Owner's equity includes the amount of money or assets the owner has contributed to your company. If you want to have an overview of this account, you can proceed to these steps:

 

  1. Head to Transactions on the left pane.
  2. Choose the Chart of accounts.
  3. Locate the Owner's Equity Account.
  4. Click the dropdown under the Action column.
  5. Select Run report.

 

However, if you don't have an account yet, you'll need to create one and ensure that there are associated transactions.

 

In addition, you can customize this report to display specific information you need in the appropriate place.

 

Moreover, consider scanning this article that contains information about the different ways to modify a report to get valuable insights about your business: Common custom reports in QuickBooks Online.

 

Don't hesitate to click the Reply button if you have additional questions about generating a report or other related concerns in QuickBooks Online. We're just a click away.

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