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simon-gerra-theb
Level 1

How can I get a single column Trial Balance report?

 
5 REPLIES 5
GeorgiaC
QuickBooks Team

How can I get a single column Trial Balance report?

Hi simon-gerra-theb

 

The TB report is designed to show credit and debit accounts in columns with totals that are equal, and as such it's not possible to format this into a single column. :woman_technologist:

simon-gerra-theb
Level 1

How can I get a single column Trial Balance report?

Hi, In every other finance package I have used you simply have Credits as negative and Debits as positive numbers in a single column. If this is not possible I think it would be a simply piece of development work for your developers to create as in Excel you can do this by adding a third column C and inputting the formula A - B = C Single column trial balance. Thanks. 

ShiellaGraceA
QuickBooks Team

How can I get a single column Trial Balance report?

Thanks for getting back to us here, @simon-gerra-theb.

 

I appreciate the idea of adding a third column for the formula. I can see your thoughts and experience would help us to provide a more customer-friendly interface of the product. Rest assured, your encounter and suggestion have been shared with our Developers. 

 

In the meantime, you'll want to export the Trial Balance report to Excel so you can insert an additional column. 

 

To export:

 

  1. Go to Reports.
  2. Enter Trial Balance in the search field.
  3. Select the Report period and then tap the Export icon next to the Printer icon.

 

After that, an Excel Spreadsheet will open, from there you can insert a column for the formula. Want more details about this option? Check out this guide: Export your reports to Excel from QuickBooks Online.

 

In case you need help with financial reports, feel free to browse this link: Setting up reports to customise, run, and share.

 

I'll be around if you have other questions or concerns with reports. Don't hesitate to reply. Take care and stay safe.

Daniel12m
Level 3

How can I get a single column Trial Balance report?

Hi, 

 

I also need this. I want to run a trial balance for a number of months and I want one total column but instead all i can get is debit and credit columns.

 

thanks

ChristieAnn
QuickBooks Team

How can I get a single column Trial Balance report?

Hi there, Daniel12m.

 

Thank you for coming back to the QuickBooks Community. I'll be sharing details about how the Trial balance report works in QuickBooks Online. Then, ensure you can send feedback so your suggestion is forwarded to the Product Development Team. 

 

The Trial Balance report is an important element of double-entry accounting in QuickBooks Online. This report totals all debits and credits to help you identify any recording errors. That said, running a trial balance for a number of months and having a total column on this report is currently unavailable. For the time being, you may export the Trial Balance report to Excel and then enter an additional column and edit it from there.

 

Please know that QuickBooks is continuously improving the product's features to better meet the needs of our customers. With this, our engineering team is constantly working on new features that may be considered in the future. Then, we are unable to provide a specific time frame as to when the option will be available. I suggest going to the Gear icon in QuickBooks Online. From there, you're able to choose Feedback to submit a request to run a trial balance for a number of months and to get the total column. Any recommendations are sent to our engineer for consideration in future updates.

 

You may refer to this article to view various details on which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

I'm also adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Let me know if there's anything else you need help with reports in QuickBooks. Know that I'm always here to help you anytime. Take care and keep safe!

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