Good day, @TUSSU.
I wanted to clarify your question regarding the items on the Trial Balance report. When you mention "items," are you referring to the accounts listed in that report?
Please note that this report provides a summary of the debit and credit balances for each account in your chart of accounts over a specific period. Any information you can add would be much appreciated.
If you are indeed referring to the accounts, I want to inform you that the option to remove them from the Trial Balance report is unavailable in QuickBooks Online. While you can inactivate certain accounts and customize other reports, there’s no option to hide specific accounts in the Trial Balance report.
As a workaround, you do have the option to export your Trial Balance report data to Excel. This way, you can manually remove any accounts you wish to exclude for your review.
Here's how:
- Go to the Reports menu.
- Search for the Trial Balance report and open it.
- Click the Export/Print▼ drop-down list, then choose Export to Excel.
- Save the file somewhere you can easily find, like your Downloads folder or your desktop.
You can also check your Audit log to see who created these accounts and track changes made in your books.
Additionally, QuickBooks Online lets you customize reports to get the specific information you need for your business. Once you set it up, you can memorize them to save your custom settings.
Please feel free to let me know if you have any further questions about removing items or accounts from the Trial Balance report or if there’s anything else I can assist you with. I’m here to help you in every step of the way.
