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Level 1

Balance sheet report, where to find it?

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QuickBooks Team

Balance sheet report, where to find it?

Hello liysabel,


Thanks for being a part of the QuickBooks Self-Employed family! It's great to hear that you're using the program to help with managing your business's books and I'm happy to go over the report options for you.


QuickBooks Self-Employed is our simplest version of QuickBooks to keep things simple for on-the-go entrepreneurs who don't have a heavy set of books. The program helps you keep track of income and expenses on a basic level and doesn't create a chart of accounts for you to log things like assets and liabilities. You can see what reports are available for the program by selecting Reports from the left menu when you're using a browser.


As something that shows a company's assets, liabilities, and other such details, the Balance Sheet report doesn't exist in QuickBooks Self-Employed. You can learn more about this type of report from this article for QuickBooks Online: What is a Balance Sheet report?


For that reason, if you're looking for that kind of setup, I recommend considering QuickBooks Online or QuickBooks Desktop. Both of these are more fleshed out versions of QuickBooks that include setup for these sorts of scenarios. Switching to either of these from QuickBooks Self-Employed would mean starting fresh as there currently isn't a way to transfer the data over. Here's our page about all our products for you to take a peek at and make sure you have the best fit for you: All QuickBooks products


Give me a shout if you have more questions. I want to make sure you're good to go.

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