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Elaine C
November 10, 2021
Question

trial balance columns

  • November 10, 2021
  • 1 reply
  • 0 views

Hi, is there a way to customise the trial balance to reflect the following 6 columns?  

 

1. Dr and Cr columns at start of period (eg Jan 2022)

2. Adjustments (Dr and Cr) columns during the period (during Jan 2022)

3. Final Dr and Cr columns at end of period. (end Jan 2022).  

 

Thank you.

1 reply

RenjolynC
RenjolynC
November 10, 2021

Good day, Elaine C.

 

It would be nice to have this as an option in the Customize Report window.

 

For now, you'll want to export the report to Excel. Then, manually edit the file and add the 6 columns. You can find the instructions in this article: Export reports as Excel workbooks in QuickBooks Desktop

 

If you want to learn more about the different reports in QuickBooks Desktop and how you can customise them, you can check out these guides:

 

 

Please feel free to reach out to me again if you have more questions or other concerns. I'll be right here to help you out again. Take care!

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