QuickBooks Statement Writer - comparative trial balance multiple months

Thank you for reaching out to us regarding QuickBooks Statement Writer and your specific requirements for creating a trial balance for multiple months, @Sherene88. I appreciate your interest in utilizing this feature to streamline your financial reporting. Allow me to share some information and be your assistance in achieving your goal.

In QuickBooks Desktop, we can always utilize the QuickBooks Statement Writer (QSW) which is an add-on package for creating professional financial statements that comply with Generally Accounting Principles (GAAP). And yes, we can create customized, professional financial statements from your QuickBooks company. 

Here's how:

1. Go to the Accountant menu then select QuickBooks Statement Writer.
2. Select Design New Report. In the first screen of the Report Designer, select the statements and documents you want for the report and arrange them in your preferred order. In screens 2 to 5, customize the content further. On screen 5, you can save a statement or the entire report as a reusable template. Finally, click the Create Report button when you're done.
3. In Excel, review the report. Combine or separate any account rows, as needed. To restore the QSW Task Pane in Excel, click the Show Task Pane icon on the Statement Write toolbar.
4. To modify a statement in the report according to your preferences, you can utilize the various choices available in the Row Properties or Column Properties within the Statement Writer pane.
5. Customize the look of the report by modifying fonts, layouts, sizes, headers, and footers in the Report Properties. Additionally, include additional statements or supporting documents in the report if necessary.
6. Save the report.
7. To print the financial report, save it as a PDF using the Save As option in the Statement Writer menu, and then print the PDF.

You can always refer to this article for more information about the QuickBooks Statement Writer: Use and navigate QuickBooks Statement Writer (QSW).

Additionally, I'd like to include that we've been receiving significant reports about customers getting an error message about a revoked certificate when using the Statement Writer and other third-party actions. We're currently investigating this issue and have an article with instructions on how to fix it if you happen to experience the problem: How to fix the error QuickBooks- Application with Revoked Certificate.

If you encounter the same error after performing the troubleshooting steps provided in the article, I'd suggest getting in touch with our Customer Care Team so they'll include your account in the affected users' list. This way, you'll receive timely email updates on the investigation. You can use this INV number as your reference: INV-91854.

Furthermore, here are steps and solutions to fix QuickBooks Statement Writer (QSW) performance issues: Fix problems with Statement Writer.

Should you have any further questions or require additional assistance in navigating the Statement Writer, please don't hesitate to reach out to us. We're here to support you every step of the way.