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Bco1
Level 1

trial balance

Trial balance report on quickbooks online - we have several company in quickbooks online . how can i filter the trial balance for each company? if i click customised it does not show filter icon.

1 Comment 1
jenop2
QuickBooks Team

trial balance

Joining you here to share details and hep with your reports, Bco1.

 

A single QBO subscription is equal to one company. This means that all the data you see when running reports belongs to the company that you're logged in. Can you tell us is you're using classes to separate data from the other companies? 

 

Please know that the Trial Balance report also shows the data for each ledger account from one company . This is why there's no option to filter the report by companies or classes. 

 

I would recommend sending feedback about this to our engineers. Customer suggestions are collected and reviewed when new updates are designed. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about running Trial Balance by class in QBO.
  3. Click Next to submit them.

 

feedback.PNG

 

If you have multiple accounts, log in to each company and the trial balance from there. Allow me to share these articles for additional guidance when running reports in QBO:

 


Let me know if you still need more help when running reports. You can also post more questions if you need anything else. 

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