# How to Create a Balance Sheet by Quarter in QuickBooks Online

A quarterly Balance Sheet gives you the same period-over-period view as the monthly one, but with fewer, wider columns, handy for board decks and year-end reviews where twelve monthly columns would be too much.

## Steps

### 1. Open the Balance Sheet report

Go to Reports and, under Business overview, select "Balance Sheet." Set the From/To range to cover the quarters you want. A full fiscal year to date works well.

### 2. Set "Display columns by" to Quarters

Open the "Display columns by" dropdown and choose Quarters. QuickBooks shows one column per quarter, each with balances as of that quarter-end.

### 3. Review the quarterly columns

Each column is labeled by its quarter (for example Jan – Mar) and shows the account balances as of the last day of that quarter, so you can compare your position at each quarter-end at a glance.

## FAQ

### Are the quarters calendar or fiscal?

They follow your company's fiscal year setting. If your fiscal year starts in a month other than January, the quarter columns start from that month.

### Can I see months instead of quarters?

Yes. Choose Months in the same "Display columns by" dropdown. See the Balance Sheet by Month guide.