Account management

Thanks for posting to the Community, @bnavarre.

I'd be happy to give you a resolution. You can click the mini drop-down button to collapse each account on a Balance Sheet report.

Let me show you how:

1. Go to Reports.
2. Select the Balance Sheet report.
3. Click the drop-down ▼ button beside each account.
   
   

You can then print the report and present a management summary.
 

You can also check these video and article on how to customize reports and send it by email on a recurring schedule:

• How to Customize Reports: Basics, Sorting & Date Ranges
• Set schedule and email information for a memorized report

Please let me know or tag me (@Jovychris_A) if you have additional questions. I'll keep my notifications open. Have a good one!