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How to Generate a Monthly Balance Sheet in QuickBooks Online

Steps to customize the Balance Sheet report in QuickBooks Online to display data broken down by individual months.

Overview

By default, the Balance Sheet report in QuickBooks Online shows a single snapshot of your financial position. If you need to compare balances month by month, you can customize the report to display monthly columns.

Steps to Generate a Monthly Balance Sheet

  1. Run the Balance Sheet report -- Go to Reports and search for or select Balance Sheet.

  2. Click Customize -- At the top of the report, click the Customize button.

  3. Change the column setting -- In the customization options, find the Display columns by dropdown (or Columns dropdown) and select Months.

  4. Set your date range -- Choose the reporting period you want to cover. For example, set it to the full fiscal year to see all 12 months side by side.

  5. Run the report -- Click Run Report to generate the updated balance sheet with monthly columns.

Tips

  • You can also select other column intervals such as Quarters or Years depending on the level of detail you need.
  • Use the Save customization option to save this report configuration so you can quickly access it in the future without re-customizing each time.
  • Export the report to Excel for further analysis or to share with your accountant.