Skip to main content
K
kchild007
November 20, 2024
Question

Is there a way to modify spreadsheet sync multicompany trial balance report, to render the data in account number order as opposed to account name alphabetical order?

  • November 20, 2024
  • 1 reply
  • 0 views
The report provides the correct data, but the order of the accounts is nonsensical in account name alpha order.

    1 reply

    Bryan_M
    Bryan_M
    November 20, 2024

    Yes, there's a way to modify spreadsheet sync. @kchild007. However, it's unavailable in QuickBooks Online (QBO). I'll direct you to the best help for this concern.

     

    I recommend contacting their support. They're the ones who can help you modify the displayed data of your report.

     

    I'll also add this article if you want to modify your reports in QuickBooks Online (QBO): Customise reports in QuickBooks Online.

     

    You can always return here if you want to have further conversations concerning exporting a report to Spreadsheet sync and modifying it. We'll get back to you as soon as we can. Keep safe, and enjoy the rest of the day.

    K
    kchild007Author
    November 22, 2024

    Thanks Bryan - the QBO trial balance report renders properly in ccount number order, but when I select to run the multicompany TB using Spreadsheet sync, it doesn't render in the same account number order, but in the account name alpha order.  Appreciate any direction or advice you can offer.  

    A
    AnneMariee
    November 22, 2024

    It's crucial for your financial reports to display just the way you need them, kchild007. I want to ensure you get the specialized help you need, so let me connect you with the perfect team who can assist you further.

     

    Since your multi-company Trial Balance is displayed in account name order instead of account number when using Spreadsheet Sync, it's best to contact their dedicated support team for assistance. Please note that filtering, sorting options, and other customizations within Spreadsheet Sync are outside the scope of support provided by QuickBooks. Thus, only their representatives have the expertise and resources to help you achieve the desired configurations.

     

    You can find the steps for contacting their support in this article: Frequently Asked Questions about Spreadsheet Sync. Although the article is US-based, the instructions can be applied globally.

     

    You may also want to bookmark this guide on downloading your data from QuickBooks Online for future use: Export reports, lists, and other data from QuickBooks Online.

     

    While I've connected you with the experts at Spreadsheet Sync's support team, please remember that the QuickBooks Community is always here to assist with any other questions or needs. Don't hesitate to reach out, and we'll work to ensure a positive experience in using QuickBooks.

    Terms & ConditionsAccessibility statement