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March 30, 2024
Question

How to get trial balance for individual account ?

  • March 30, 2024
  • 1 reply
  • 0 views
Umbrella company has sub accounts for individual branch operating separately. Need trial balance for each branch. But QB goves trial balance for umbrella company only.

1 reply

March 30, 2024

Thank you for posting here in the Community, Kikishah.

 

Although we can't filter the Trial Balance report to show the specific accounts you need, I can suggest an alternative way that is closest to your specifications.

 

Moreover, you can consider exporting the reports. I'll outline the process below.

 

  1. Go to Reports.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel.
  4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

 

Furthermore, once the transactions is exported, you can personalize the report using Excel.

 

Additionally, you have the option to memorize the reports you've customized. This way, you won't have to do the customization process again. 

 

If you have further questions about the trial balance report, you can comment below, and we'll respond to you as soon as possible.