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I would like a trial balance that only includes the high level accounts (no sub accounts in detail).

 
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Best answer August 27, 2020

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QuickBooks Team

I would like a trial balance that only includes the high level accounts (no sub accounts in detail).

Currently, the option to filter the Trial Balance report to show the main accounts only isn't available, @sbthornton-gmail.

 

The goal of this report is to list all accounts on the Chart of Accounts and their totals as either debits or credits. Unlike a balance sheet, a trial balance doesn't group accounts by type and shows totals as debits and credits.

 

However, we can export it to Excel to make such modifications or any other changes that we need.

 

Here's how:

  1. On the Trial Balance Report window, click the Export icon.
  2. Select Export to Excel.
  3. Open the downloaded file.

 

You can also check out this article to learn more ways to organize your accounts: Organize your Chart of Accounts.

 

Let me know if there's anything else. Thank you for dropping by.

View solution in original post

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Highlighted
QuickBooks Team

I would like a trial balance that only includes the high level accounts (no sub accounts in detail).

Currently, the option to filter the Trial Balance report to show the main accounts only isn't available, @sbthornton-gmail.

 

The goal of this report is to list all accounts on the Chart of Accounts and their totals as either debits or credits. Unlike a balance sheet, a trial balance doesn't group accounts by type and shows totals as debits and credits.

 

However, we can export it to Excel to make such modifications or any other changes that we need.

 

Here's how:

  1. On the Trial Balance Report window, click the Export icon.
  2. Select Export to Excel.
  3. Open the downloaded file.

 

You can also check out this article to learn more ways to organize your accounts: Organize your Chart of Accounts.

 

Let me know if there's anything else. Thank you for dropping by.

View solution in original post

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