Version 6.0 will be out soon.
Purchases of 5.0 will be upgraded to 6.0 PC version for free.

TBX. A simple utility that exports Trial Balances from QuickBooks Desktop

Click HERE for more info.

Solves 7 missing options when QuickBooks Desktop exports a Trial Balance to Excel.

  • Net Change Trial Balance
  • Trial Balance by Class Code for P&L accounts
  • Exports the account numbers separate from the account name
  • A "Monthwise" YTD Net Change in 12 monthly columns.
  • Provides a class code replacement table
  • Appends class code before/after the G/L account number
  • Debits and Credits in one column
  • Coming soon in 6.0
   Column for TaxLine code
   Column for account name in addition to Account: Subaccount
   New Export option for no headers or total
   New Export option for period change journal entry formatted for TPI Transaction Pro Importer

Suggested Uses:

  • 4-4-5 Period Reporting
  • Report subsidiaries' monthly activity (net change) to your home office.
  • Franchise reporting by store (By class code)
  • Analyzing financial data in Excel
  • Importing to write-up, tax or audit software.
  • Migrate summary financial history from QuickBooks to a new accounting program
  • Create data to Start a new QuickBooks data file, Yardi, Intacct, Netsuite
  • Create data to import into ProSystems fx Engagement
  • Create data to import into Write-Up CS
  • Prepare QuickBooks Trial Balance data for import

A third-party app approved by Intuit

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Sara Laidlaw-Woodruff is a non-profit accountant who developed 

TBX Trial Balance Exporter for QuickBooks Desktop


TBX Trial Balance Exporter

A simple utility that exports Trial Balances from QuickBooks Desktop

ASB Fee Payment

Accounting Services Bureau Inc clients may use this link for a credit card payment