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bilal-ahmad-room
Level 1

I want to generate a location wise trial but it only generates consolidated trial

 
1 Comment 1
DebSheenD
QuickBooks Team

I want to generate a location wise trial but it only generates consolidated trial

Welcome to the Community.

 

I'd be happy to help you generate a location-wise trial balance in QuickBooks Online (QBO).

To generate a location-wise trial balance, you'll need to make sure that you have set up locations in QuickBooks. Once you have set up locations, you can follow these steps:
 

  1. Go to the Reports menu and select "All Reports."
  2. In the search bar, type "Trial Balance by Location" and select the report from the list.
  3. Choose the date range for the report and select the location(s) you want to include.
  4. Click "Run Report" to generate the location-wise trial balance.
     

If you have already followed these steps and are still only seeing a consolidated trial balance, it's possible that you may not have assigned transactions to specific locations. To assign transactions to locations, you can follow these steps:
 

  1. Open the transaction you want to assign to a location.
  2. In the "Location" field, select the appropriate location from the drop-down menu.
  3. Save the transaction.
     

Once you have assigned transactions to locations, you should be able to generate a location-wise trial balance.

 

Furthermore, you can also customize your sales form by location to make it easier to track sales by a specific site. Kindly check out this article for the detailed steps: Customise sales forms by location. It contains a guide on how to edit or view contact information by location and reminders about the process.


Let me know if you have any further questions or concerns. I'm always here to help.