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March 28, 2023
Question

Please how could I run a trial balance that only contains data between two dates?

  • March 28, 2023
  • 1 reply
  • 0 views
As a transactional Trial Balance

1 reply

March 28, 2023

I know how you can run a Trial Balance report that contains data for only two dates, @george11_2.

 

Customising the Report period allows you to view the information you want. Let me walk you through the following:

 

  1. Open the Reports menu.
  2. Search the Trial Balance Report from the rectangular field.
  3. Select to open the report.
  4. In the Report period field, select Custom and pick the desired dates.
  5. Select or fill in all necessary filters.
  6. Once done, click on Run report.

 

You can select the Save customisation button to save and run the same report in the future.

 

Once you're good on your end, feel free to also browse this extra article about fixing discrepancies on your account balances: Reconcile an account in QuickBooks Online.

 

You can always comment back if you need more help with reports or QuickBooks. I'm always happy to back you up. Have a good one and stay safe!