Kevin_C
Moderator
Moderator
‎April 12, 2022 10:08 AM

Other Questions

Thanks for the prompt response, @ankur1306. I'm here to provide some info and ways to view the opening and closing balance in QuickBooks Online (QBO).

 

In QBO, we can run the Transaction Detail by Account report to easily locate the opening balance of your account. Follow these steps to proceed:

 

  1. Go to the Reports menu.
  2. Search for Transaction Detail by Account and click the result.
  3. Change the date range on the report page and click Run report.
  4. Choose Run report.

 

See the screenshots below for your visual reference:


tansact.PNGtransact 2.PNG
 

Also, please keep in mind that the currency of this report depends on your home currency.

 

However, if you haven't entered an opening balance for your account, please refer to this article to add one:  Enter an opening balance for an account in QuickBooks Online.

 

In addition, feel free to check out these articles below about handling banking transactions, various accounts, and other related matters.

 

 

Should you need any assistance with viewing your opening and closing balances, ankur1306, please leave a reply below. I'm always available to help. Take care!

Reply