Forum Discussion
dstramilov
Helper II
Helper IIGeneral Ledger to Balance Sheet Financial Statement
I got General Ledger, from General Ledger I need to create Balance Sheet. In GL table their is Activity column that records each GL account change. 1. Problem is to show cumulative data for a...
Did you figure this out? I use Quickbooks Online, and I've had a lot of trouble getting things to work in PowerBI.
I've tried to do essentially the same thing that you're describing, ideally in PowerBI desktop, because it's a much richer development environment than PowerBI Service.
If you or anyone has figured out how to properly map/manage General Ledger table, I'd be very interested to hear details.
Yes, pulling a retained earnings balance is something I've not been able to do. But I couldn't even pulling a complete list of customer invoices.
To get the Retianed Earnings balance, you have to include ALL of the P&L Accounts, because they are posted to Retained Earnings at year end.