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bropas19
Level 1

profit and loss, balance sheets

can i separate bank accounts in the balance sheet? i have 3 bank accounts that are for three separate businesses.

1 Comment 1
MirriamM
Moderator

profit and loss, balance sheets

Hello bropas19! It's great to have you in the Community forum. I'm here to assist you with running the Profit and Loss and Balance Sheet report.

 

At the moment, creating separate bank accounts in the balance sheet report is not possible. However, there is a workaround. You can export the report to Excel and customize it from there to display a specific bank account. Here's how you can do it:

 

  1. Open the Balance sheet.
  2. Set the necessary filters.
  3. At the top of the report, select the Export icon.
  4. Choose Export to Excel.
  5. Save the file somewhere you can easily find, such as your Downloads folder or your desktop.
  6. Open the downloaded file and customize the report to show a specific bank account.

 

When it comes to the Profit and Loss report, you can filter specific bank accounts. But please note that it will exclude other accounts. Here are the steps you need to follow:

 

  1. On the Profit and Loss report, click the Customize button. 
  2. Expand the Filter section.
  3. Check the Distribution account, then select the specific account you want to show on the report.
  4. Once done, click Run report.

 

If you need further assistance in customizing your reports, you can refer to this article for a guide: Customize reports in QuickBooks Online.

 

If you have any other queries about QuickBooks or the Profit and Loss or Balance Sheet report, please don't hesitate to ask. I'm always here to help. Stay safe!

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