Can the Balance Sheet in the International QBO Advanced be sorted by Detail Type instead of broad categories, or is account numbers/manual workaround the only option?

Sherry-Chang · ‎August 12, 2025

All accounts in my Chart of Accounts have both Type and Detail Type correctly set. However, the Balance Sheet does not display them accordingly, and the custom report feature does not allow me to create a version sorted by Detail Type.

JoelES · ‎August 12, 2025

QuickBooks Online doesn’t offer the option to sort the Balance Sheet by Detail Type, Sherry.

The default Balance Sheet sorts data by Type, while Detail Type is primarily used for Chart of Accounts categorization and internal organization, rather than financial reporting.

In addition to clicking on the balances in each account for more details, you can also run your Account List report as an alternative. Another option is to go directly to the Chart of Accounts section and click on Run Report to view more information.

Here's how:

1. Go to the Reports tab.

2. Choose Standard Report.

3. Look up the Account List report.

You can check out this article to learn more about the process of exporting reports: Export your reports to Excel from QuickBooks Online.

Feel free to leave a comment here if you need more help with sorting reports in QBO.