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SDX21
September 22, 2022
Question

trial balance by each business

  • September 22, 2022
  • 1 reply
  • 0 views

Why doesn't the Trial Balance in QBO offer the same level of customization as other reports?
It does not offer the "Filter" option.
This means that I can not create a Trial Balance for each specific business that I have in QBO.
How can I provide the Business Trial Balance to my accountant without this functionality?

1 reply

Rubielyn_J
Rubielyn_J
September 22, 2022

Let me provide some information about running and customizing Trial Balance report by business, @SDX21. 

 

Trial Balance is a compact report that displays the debit and credit balances of each account on your chart of accounts over time. I can see the importance of having the Filter option to the Trial balance report. However, this is how the report is build.

 

To dig and create a specific report, you can pull up the Profit and Loss, Account List, Transaction Detail by Account, and other QuickBooks report to analyze the numbers and come up with a Trial Balance by Business with the help of an accountant as your professional consultant.

 

In addition, you can combine financial reports, by clicking the Export button. Here's how:

 

  1. In the Report period section, filter it to show the data for a month.
  2. Choose the Export icon and select Export to Excel.
  3. Follow the same steps until you're finished with the current year.
  4. In the Excel spreadsheet, manually customize columns and manipulate the data.

 

I'm also adding some guides so you can effectively come up with robust and reliable personalized statements:

 

 

If you have other concerns with running personalizing trial balance reports, feel free to comment below. I'll get back to answer them for you. Stay safe and healthy!

C
czechzilla
December 19, 2023

I'm having the same issue where I can't filter a Trial Balance report. 

 

Are you saying this simply isn't possible in QBO?

 

Or you it is but you need to upgrade to higher version?

 

I'm on QBO Essentials. Thanks. 

M
Mark_AG
December 19, 2023

Hi there.

 

Trial Balance reports currently can't be filtered in any QuickBooks Online subscription for specific businesses only. This is how the report works, as it only shows debit and credit columns. 

 

As a workaround, you can create a specific report by pulling up different reports that can relate to a Trial Balance by Business with the help of your accountant. You can also combine financial and Trial Balance reports by exporting them and manually customizing them in Excel.

 

I also recommend sending feedback to our product engineers to add a vote to this feature.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

After customizing reports in QuickBooks Online, you can memorize them to access them easily in the future.

 

You can always post your questions here in the Community space. We're always available to assist you.

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