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kajalkhatri
December 11, 2019
Solved

Requesting Monthly Trial balance

  • December 11, 2019
  • 2 replies
  • 0 views

I have  request that please have a option to view and export trial balance where For Balance sheet items balances are as on date and for Profit and loss items its activity amount for the selected period. 

There's already trial balance but it doesn't serves my purpose and I believe many people require  Monthly TB for viewing/further uses and auditing purposes. 

 

Please, I request everyone to cheer if you support and QB team to consider this. The current TB is alright for YTD but its not all that is required.

 

Description of Issue:

If I have to Make a monthly TB I have export TB, Export PL. Clear PL items then decide what are PL items and then decide whats debit and whats credit and if something is negative then I have to put is in other side. Its a time consuming task, which should be possible by few clicks and download. 

 

I am not trying to blame or sound rude but I am having a trouble and I need you to help me. Hope you understand. Thanks. 

    Best answer by AlcaeusF

    Thanks for the detailed information, @kajalkhatri.

     

    I can see how having a monthly trial balance report for viewing and auditing purposes would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas from users on how to improve QBO. Also, I already added cheer on your post above.

     

    In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    Just in case, consider checking out these articles for future reference:

     

     

    Please let me know if you have any other issues or concerns, and I'll get back to you right away. I'm more than willing to assist. Have a great day!

    2 replies

    AlcaeusF
    AlcaeusFAnswer
    December 11, 2019

    Thanks for the detailed information, @kajalkhatri.

     

    I can see how having a monthly trial balance report for viewing and auditing purposes would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas from users on how to improve QBO. Also, I already added cheer on your post above.

     

    In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    Just in case, consider checking out these articles for future reference:

     

     

    Please let me know if you have any other issues or concerns, and I'll get back to you right away. I'm more than willing to assist. Have a great day!

      K
      kajalkhatriAuthor
      December 11, 2019

      Thank you so much. I am happy that you forwarded the suggestion.  

        K
        k16
        November 6, 2024

        A TB for a specific month does not show figures for that month. 

        It's a failure when the software cannot do what any bookkeeper or accountant expects.  I expect any other accounts software will do it.   The combination of glitchy failures and basic ease-of-use failures not being improved, means I'm no longer recommending QB to clients.  Plenty of alternatives out there.

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