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acoduman
Level 2

I have QBO, and visited "Trial Balance for my Accountant" report template. I wanted to have one by Location, by Class. I did not find that provision. What can I do?

 
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BettyJaneB
QuickBooks Team

I have QBO, and visited "Trial Balance for my Accountant" report template. I wanted to have one by Location, by Class. I did not find that provision. What can I do?

It's nice to see you again here in the Community, @acoduman.

 

You've got me here to address your concern with pulling up a trial balance report by class and location in QBO.

 

At this time, being able to pull up your desired report isn't available. The system is unable to customize the trial balance since it contains all the accounts on your general ledger.

 

However, you have the option to pull up the  by class or location report. Please know that this option is only available to Plus and Advanced users of QBO. You can check out this link to you you more detail on how to run this report: Run a balance sheet by class or location.

 

On the other hand, I'd like to share these links below to guide you on what are the reports that are included on your account and on how to customize them depending on the information that you need:

Know that I'm just a reply away if you have any other questions. I'll make sure you're all set. Have a nice day!

 

 

 

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