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Welcome to the Community space, @efrat1. I'll gladly guide you in achieving your goal.
To create a financial statement in QuickBooks Online (QBO), you can generate either a Balance Sheet, Profit and Loss, or Statement of Cash Flows report. Here's how:
- Click the Report tab on the left navigation.
- Select Standard reports.
- Type in the financial statement you want to create in the Search field and click it.
- You can customize the report by changing the Report period, Filter, Column, and Header.
Please know that the report display of the Classic View report is different when you utilize the Modern View.
I'll also share this article if you wish to learn how to create a copy of your report outside QuickBooks: Export your reports to Excel from QuickBooks Online.
Also, you can reach out to QuickBooks Live Expert Assisted to further guide you in streamlining your financial reports and showing the accurate financial standing of your business.
Feel free to return here if you have additional questions about generating a financial statement. We'll ensure to assist you. Have a good day.
