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Trial Balance Exporter (Version 5.0.0)
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1) Download PDF MANUAL first - Click here

Please read FAQs, manual and try the Trial Version before purchasing.

**No refunds.**

2) Download TBX Program in Trial mode - Click here

Download (Do not Run) the program to a folder on your computer. Find and right-click on the .msi file to install as an Administrator. The unregistered program runs in Trial Mode. No need to re-install after purchase. Simply enter the registration key code.

Note: The Trial Mode is limited to exporting the first 25 accounts only.

If you have a long chart of accounts, the trial mode may only pull the first 25 balance sheet accounts and not show an example of class codes. Try testing a QuickBooks sample company or review the samples available below:

Click to review sample reports:
Volume Discounts: 1/2 off each additional copy!
Version 5 is free to current TBX owners. Current customers may Email us for the 100% off coupon code.
Activation Code $125.00

Description Technical Specs FAQ

An easy to use utility that does seven things that QuickBooks Desktop doesn't do!

Provides these options when exporting a Trial Balance to Excel:

  1. Exports class codes for Profit & Loss accounts
  2. Exports date ranges or "Net Change" in addition to "As of" dates
  3. Exports account numbers in their own column instead of embedded with the description
  4. Exports balances in one column instead of separate debit and credit columns
  5. Provides a class code replacement table
  6. Appends class codes before or after the account number
  7. Export option for net change in monthly columns

Average Customer Review: 5 of 5 Total Reviews: 24 Write a review.

  0 of 0 people found the following review helpful:
TBX Trial Balance Exporter October 24, 2017
Reviewer: Vickie Miller from Fort Collins, CO United States  
The trial balance exporter did everything we expected.  Sara helped us with all of our questions and we are very happy.

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  0 of 0 people found the following review helpful:
Excellent Product for moving data from QuickBooks May 23, 2016
Reviewer: Ann McNeil from Chesterfield, MO United States  
A client moving away from QB wanted a download of the Trial Balance with class/account order.  This program created the report saving me lots of hours of excel work.

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  0 of 0 people found the following review helpful:
Neat Utility May 23, 2016
Reviewer: Mark Gandy, CPA from Happy Valley, OR  
[06/03/2007]  Periodically, I pick up a new client where I want to load trial balance history to my trial balance program, this tool is extremely simple to use. When I downloaded the program, I was using the program in minutes. No training is necessary. Does this tool add value? Absolutely! As a CFO/consultant, this is the perfect tool to extract Trial Balance data and populate it in other data analysis tool quickly.  By the way, the price is excellent. At this writing, the cost was just $100.00. Sara, thanks for marketing this neat utility. Mark Gandy, CPA Partner B2BCFO

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  0 of 0 people found the following review helpful:
Huge Time Saver February 6, 2016
Reviewer: Andrew Holman from Milwaukee, WI United States  
This program is "worth its weight in gold" as it is well designed and saves us many hours of converting P&L statements with classes to useable trial balances.  The ability to substitute class numbers for names is particularly well thought out.  An excellent add-on for anyone using Quickbooks with classes that needs to use in a trial balance form.

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  0 of 0 people found the following review helpful:
Great product. Great customer service! November 2, 2015
Reviewer: Anonymous Person from Hilton Head, SC United States  
This did exactly what we needed - when we had problems with our data in the initial install we were given PHENOMENAL support; they "remoted" in right to our system to see what was happening. Helped us pinpoint a glitch on our end. Would highly recommend!!!!

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