QuickBooks Statement Writer - comparative trial balance multiple months

Thank you for reaching out to us regarding QuickBooks Statement Writer and your specific requirements for creating a trial balance for multiple months, @Sherene88. I appreciate your interest in utilizing this feature to streamline your financial reporting. Allow me to share some information and be your assistance in achieving your goal.

In QuickBooks Desktop, we can always utilize the QuickBooks Statement Writer (QSW) which is an add-on package for creating professional financial statements that comply with Generally Accounting Principles (GAAP). And yes, we can create customized, professional financial statements from your QuickBooks company. 

Here's how:

1. Go to the Accountant menu then select QuickBooks Statement Writer.
2. Select Design New Report. In the first screen of the Report Designer, select the statements and documents you want for the report and arrange them in your preferred order. In screens 2 to 5, customize the content further. On screen 5, you can save a statement or the entire report as a reusable template. Finally, click the Create Report button when you're done.
3. In Excel, review the report. Combine or separate any account rows, as needed. To restore the QSW Task Pane in Excel, click the Show Task Pane icon on the Statement Write toolbar.
4. To modify a statement in the report according to your preferences, you can utilize the various choices available in the Row Properties or Column Properties within the Statement Writer pane.
5. Customize the look of the report by modifying fonts, layouts, sizes, headers, and footers in the Report Properties. Additionally, include additional statements or supporting documents in the report if necessary.
6. Save the report.
7. To print the financial report, save it as a PDF using the Save As option in the Statement Writer menu, and then print the PDF.

You can always refer to this article for more information about the QuickBooks Statement Writer: Use and navigate QuickBooks Statement Writer (QSW).

Additionally, I'd like to include that we've been receiving significant reports about customers getting an error message about a revoked certificate when using the Statement Writer and other third-party actions. We're currently investigating this issue and have an article with instructions on how to fix it if you happen to experience the problem: How to fix the error QuickBooks- Application with Revoked Certificate.

If you encounter the same error after performing the troubleshooting steps provided in the article, I'd suggest getting in touch with our Customer Care Team so they'll include your account in the affected users' list. This way, you'll receive timely email updates on the investigation. You can use this INV number as your reference: INV-91854.

Furthermore, here are steps and solutions to fix QuickBooks Statement Writer (QSW) performance issues: Fix problems with Statement Writer.

Should you have any further questions or require additional assistance in navigating the Statement Writer, please don't hesitate to reach out to us. We're here to support you every step of the way.

Thank you for returning to the conversation, @Sherene88. I'm here to participate in this discussion and address your inquiries regarding QuickBooks Statement Writer.

The QuickBooks Statement Writer (QSW) is an add-on package for creating professional financial statements. That said, it's already part of the add-on features once you purchase the QuickBooks Desktop Enterprise version.

It's possible that your current usage is set to another edition, which is why you're unable to see the Accountant menu. 

To make the necessary edition change, you can follow these straightforward steps:

1. Go to File, and select Toggle to Another Edition.
2. Choose the edition, then click Next.
3. Select Toggle.

For complete guidance, you can check this article: Toggle to another QuickBooks edition.

QuickBooks will take a brief moment to adjust and launch in the version you've chosen.

Should you encounter any issues in selecting an edition, or if it's unavailable you'll need, I'd suggest repairing QuickBooks. This will replace any damaged QuickBooks components along with their installation files.

If problems persist even after attempting the toggle, consider reinstalling QuickBooks Desktop.

Hello Sherene,

I appreciate you for getting back to us here in the Community space. Allow me to chime in and share additional information about the QuickBooks Statement Writer (QSW) add-on.

Users using Enterprise Solutions can switch to an industry-specific edition like the Accountant version. You'll see the option by clicking the File tab at the top menu bar, then selecting the Toggle to Another Edition option (see screenshot below).

The QuickBooks Statement Writer (QSW) is an add-on package available in QuickBooks Premier Accountant, Enterprise Accountant, and Enterprise Solutions. For more information about the add-on, check out this article: Use and navigate QuickBooks Statement Writer (QSW).

Also, I have a link here about the steps and recommended solutions that'll help you fix performance issues when using QuickBooks Statement Writer (QSW). For additional reference, check out this link: Fix problems with Statement Writer.

You're welcome to post about your QuickBooks concerns in this space. If you have additional questions about QSW, let us know. We'll be here to lend a hand.