Trial balance buries account numbers
planned
G
Gila Halleli
In the classic trial balance, where an account has sub-accounts, the account number which is presented at the top of the description is that specific line's account number. In the modern version, that account number is buried in the details. Our clients, who all built templates based on being able to easily pull the account number easily and without a lot of extra work, and who want to be able to review the TB and easily find the account they are looking for, are furious with us, because they think we're responsible for this format.
But we're in the same boat; it has also screwed up all of our templates. Please change this back!
Subhanan Sahoo
Merged in a post:
TB account number format
C
Carolyn Faulkenberry
In the modern view, please make the account numbers the primary number on the trial balance report (and any report by customization). In other words, make it optional whether we want the full parent:sub:sub accounts or just the actual account description. This is available in the classic view and is much better. We won't have access to the classic view much longer and the new format is messy and disruptive to our workflow.
Subhanan Sahoo
updated the status to
planned
K
Katie Redman
YES!!!! I've submitted this multiple times using the feedback button in QBO. In addition to this, put the account number in a separate column. Every other accounting software has this incredibly simple ability.
The status was updated to
under review