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March 10, 2024
Question

How do I change As of date on Trial Balance Report to reflex February 29, 2024, instead of March 10, 2024?

  • March 10, 2024
  • 1 reply
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1 reply

March 14, 2024

Hello there, Heguilustoyp. 

 

Thank you for posting in the Community. Allow me to help share some details about changing the date/ customizing the Trial Balance report. Creating a trial balance report in QuickBooks Online is a fairly straightforward process. We'll need to set the date to a custom range so you can manually change the date on your Trial Balance Report. The current date is always the default, but you can memorize reports to reflect a specific date.

 

Here's How: 

 

1. Go to Reports in your QuickBooks.

2. Under list by name, search Trial Balance.

3. Set the date to Custom range.

4. In the report period dropdown, choose custom, choose the starting date to 2/29/2024 and the ending date.

5. Click the run report button. 

 

Additionally, you can check this article for you to be guided about personalizing and adding specific information to your report: Customize report in QuickBooks Online. 

 

If you have more questions related to reports, please don't hesitate to reply to this post, We're always available 24/7. Have a great day!