Dear,
As advised that there's no customize for trial balance by locations, How Do The QB customers manage to see their trial Balance by locations? If there's an alternative Or workaround solution. please advise.
Thank you
It's good to see you, @ayah-abdullah202.
I know this could be beneficial if we can customize the Trial Balance report by location.
Also, this report could be complicated to compare and combine with other reports that include location since it only indicates the total account balance.
To dig and create a specific report, you can pull up the Profit and Loss by Location, Account List, Transaction Detail by Account, and other QuickBooks report to analyze the numbers and come up with a Trial Balance by Location with the help of an accountant as your professional consultant.
In addition, to combine financial reports, you can click the Export button and select Export Excel to add or change the format manually.
I've added some guides so you can effectively come up with robust and reliable customized reports:
You can also wait for the comments of our fellow Community members and accounting locals here.
If you have other concerns with running customized financial reports, feel free to comment below. I'll get back to answer them for you. Stay safe and healthy!
Yes correct, but im not sure that using other customize can fot the requirements. Because in my account i have many locations and each has its own accounts and balance.
Thank you for returning to this conversation, @ayah-abdullah202.
Trial Balance is a compact report that displays the debit and credit balances of each account on your chart of accounts over time. As my colleague discussed above, the ability to customize it to show locations is unavailable.
You may consider running the Journal report. This has precise information about your business's transactions. This will also show all of the accounts affected by a specific transaction as well as the debit and credit balances. Then, you can customize it to add a location column. Let me show you how:
See this article for more details on the report customization procedure: Customize reports in QuickBooks Online.
Getting a handy copy of your reports is a breeze in QBO. To do this, you can either print, email, or export your desired reports.
Stay in touch with me if you need further assistance running a Trial Balance by location report. I'll be right here to help you. Take care always.
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