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October 13, 2020
Question

Can i find a trial balance report that contains opening and closing balances?

  • October 13, 2020
  • 1 reply
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1 reply

October 13, 2020

Hi @acc_ayman2016-ya,

 

I'll handle this question for you.

 

Trial Balance report is a summary of debit and credit balances of the accounts on your Chart of Accounts in a specified period. Information such as the opening or closing balances of such accounts are unavailable for this report.

 

What I suggest is to run the General Ledger report, which has the information you need.

 

Here's how:

 

  1. Go to the Reports tab.
  2. Type in General Ledger on the search box.
  3. Select the appropriate date range.

I suggest you take a look at this article as well: Common custom reports in QuickBooks Online. It's a list of custom reports you can generate in QuickBooks Online (QBO), along with related articles for this subject.

 

Feel free to post a comment below if you have other questions. I'll be sure to get back to you.