cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
shenjie-ribaotec
Level 1

How to add a balance sheet and income statement

There are no reports in the reporting module.
1 Comment 1
Irene R
QuickBooks Team

How to add a balance sheet and income statement

Welcome to the Community, Shenjie.

 

In QuickBooks Online (QBO), you can generate various reports such as balance sheets and income statements. You can do this by utilizing the Reports feature. I'll help you navigate this, kindly follow the steps below:

 

  1. Log into your QBO account.
  2. At the left panel, select Reports.
  3. In the Find report by name tab, enter Balance Sheets or Income Statements.

 

These reports can be obtained regardless of the subscription and region. To check, you can browse this article: Reports included in your QuickBooks Online subscription.

 

Moreover, if you meant combining these two reports into one, you can generate both reports and combine their information by exporting the data into Excel.

 

However, if you meant something else regarding the reports mentioned, kindly provide us with further information and details so we can look into it and provide the appropriate solution.

 

Additionally, you can personalize reports in QBO according to your business needs. Refer to this material for step-by-step guidelines: Customise reports in QuickBooks Online.

 

Keep me posted if you need help with any reports or QBO-related concerns, Shenjie. I’ll jump right back in to help further. Keep safe!