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CarrieS
December 20, 2019
Solved

Customise Trial Balance

  • December 20, 2019
  • 1 reply
  • 0 views

Is there a way to customise the TB so I can show Profit and Loss accounts first and in a definite split from Balance sheet accounts?  Some softwares have a toggle feature for this.

Best answer by payment after leaving

Hi CarrieS

 

It is not possible to customise the Trial Balance in this manner. Our products are constantly evolving and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.

1 reply

JenoP
JenoP
December 20, 2019

We're unable to customise the Trial Balance Report to only show P and L accounts, CarrieS.

 

Although, you can export the report to Excel where you can remove the Balance Sheet accounts.

 

Just click the Export icon in the upper right-hand part of the report. Then, select Export to Excel (see screenshot below).

 

For more details about customising and exporting reports, please check out these articles:

 

 

We'll also send feedback and will add a request about adding this option in QBO as well. Our engineers are actively collating customers' feedback and suggestions when designing product updates and enhancements. 

 

The Community is always here if you have other questions when running and printing reports. 

 

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CarrieSAuthor
December 31, 2019

Thanks - but I am not wanting to see only the P&L - I am wanting it to appear first with only P&L accounts together and then the Balance Sheet accounts all together next.  Similar to how a Sage TB looks...?

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payment after leavingAnswer
December 31, 2019

Hi CarrieS

 

It is not possible to customise the Trial Balance in this manner. Our products are constantly evolving and to assist us with your requirements, and hopefully get them implemented, we encourage you to leave feedback from within the product.

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