Skip to main content
April 18, 2021
Question

I need another form of trial balance with opening balances, transactions and final balance

  • April 18, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Jen_D
April 18, 2021

Thanks for posting here and letting us know what specific reporting you want in our program, @rashaddaboul,

 

Our Trial Balance Report in QuickBooks Online is limited to the debit and credit balances of each registry on your chart of accounts for a specific period of time. Inserting additional columns on the report is currently unavailable.

 

If you want, you can pull up another report with the details you need and then merge the information in Excel. Browse through the Reports menu to see all the available transaction and balance reports.

 

Once you find the report that has the information you need, simply use the Export icon to move the report to an Excel worksheet. See this:

 

I've attached a few resources to guide you with QuickBooks reports:

 

 

Let me know if there's anything else in QuickBooks. I'll be right here to help you whenever you needed it. Have a good one!