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tom-fairly-com
Level 1

I need a standardized report to export and load into a forecast to update for actuals. Can a trial balance be customized to run by account and class?

With other financial management software, I have been able to export a trial balance at the most detailed level (by account by department) and then do a pivot table to summarize actuals.  Can QBO support something similar?
2 Comments 2
MirriamM
Moderator

I need a standardized report to export and load into a forecast to update for actuals. Can a trial balance be customized to run by account and class?

I know the importance of running the report you need, Tom.

 

At the moment, being able to customize the Trial Balance report to run by class isn't an option. As of now, this report will only provide a summary of the debit and credit balances of each account on your chart of accounts during a specified time period.

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. While the option you're looking for is unavailable, I suggest sending this request directly to our product engineers through feedback. This will help us in enhancing the program's features.

 

To give feedback, follow the following steps: 

 

  1. Click on the Gear icon at the top. 
  2. Choose Feedback
  3. Enter your comments or product suggestions. 
  4. Then, select Next to submit feedback.

 

To stay up to date with the latest and upcoming changes for QuickBooks products, visit these sites:

 

 

If you have any other queries about running a Trial Balance report, feel free to include them in your reply. I'm always happy to assist you.

4Gal
Level 10

I need a standardized report to export and load into a forecast to update for actuals. Can a trial balance be customized to run by account and class?

@tom-fairly-com 

With other financial management software

 

Which app or program did you use?

 

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