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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
GlinetteC
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Glad to have you join this conversation, Dwight52.

 

Let me share some insights about reports in QuickBooks Online. 

 

The way you see the report in QBO is working as designed. You may export the report to Excel and filter it to get the data you wanted. 

 

I'll show you how:

 

  1. On the Balance Sheet Report page, select the Export icon.
  2. Then select Export to Excel.
  3. Save the file somewhere you can easily find it, like your Downloads folder or your desktop.

You can also check this article to learn more details on exporting reports to Excel: Export your reports to Excel from QuickBooks Online.

 

I'm just a post away if you need a helping hand in managing your reports.