The FASTEST and EASIEST way to export balances from QuickBooks Desktop!
The many features that QuickBooks does not offer
Exports monthly J/Es in seconds
Exports Class codes for P&L accounts
Exports period change or as of a date
Exports account #s in their own column instead of embedded with the description/name
Exports the balances in one column instead of debit and credit columns
Export option with no headers or total
Provides a class name replacement table
Optional class code replacement table
Append class code in front of the account number
Remote Server Editions
Column for TaxLine code
Column for account name in addition to Account: Subaccount
Journal Entry Export option. Period change with up to 12 months in one column
Journal Entry Export option in Intuit's "IIF" format. Import into a new QuickBooks desktop file
Helping companies save time since 2005!
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 usable 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.
Suggested Uses
If migrating, do not leave your comparative financials behind!
Create J/Es to Start a new QuickBooks data file
Create J/Es to Migrate summary history to Yardi, Intacct, Netsuite, Etc.
Migrate monthly summary history from QuickBooks to a new accounting program
Report subsidiaries' monthly activity (period change) to your home office
Franchise reporting by store (By class name)
Analyzing financial data in Excel
Importing to a write-up, tax, or audit software
Create data to import into ProSystems fx Engagement
Prepare QuickBooks Trial Balance data for import
Technical Specs
FAQ
Download TBX for a test run!
Download and read the short Manual here
Download and install TBX in Trial Mode here
If 25 records is not enough data to test, download pdf of sample reports here
The Trial Mode is limited to exporting the first 25 accounts and will be out of balance. If you have a long chart of accounts, the export may not show an example of P&L class codes. Try testing a QuickBooks sample company.
To install: Download (Do not Run) the "TBXSetup.msi" program to a folder on your computer. Find and double-click the program to install. The unregistered program runs in Trial Mode. No need to re-install after purchase.
Sample screenshots of exported reports
Monthly J/E by Class
Which option do you choose?
The software is the same across all options but has different licenses for use based on where it is installed.
Single user PC
version
This version is for QuickBooks installed on your PC.
Tip: Install on the same system as the QuickBooks Program.
You do not need the server version if your company data file is stored and shared on a local server.
$169.95
1-5 User server
version
This version is for QuickBooks installed on a Server
Tip: Install on the same system as the QuickBooks Program.
You need a server version if you remote into an offsite SERVER that hosts your QuickBooks program. You do to need the server version if you remote into a PC,
$479.95
30 Day server
version
This is the Server version of TBX but the license expires after 30 days. This version is perfect for short-time use when migrating history.
Tip: Install on the same system as the QuickBooks Program
$249.95
