1. In Reports, click Financial Reports.
2. Highlight the Balance Sheet and click New.
3. Select the Format Tab.
4. Select Sort.
5. For Statement body format, select Show detail by account and characteristic for statement from the drop-down menu.
6. For Summarize by, select Project from the drop-down menu.


1. In Reports, Account Reports, open a new Trial Balance Report.
2. Enter Date Range on the General tab.
3. Filter on the desired account on the Filters tab.
4. On the Format tab, highlight Sort/Break, and Sort by Project.
5. In the action column, select Subtotal.
6. Preview the report.