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August 26, 2022

Hello there, @irfanasgharvohra.

 

Let me share some insights about the available financial reports using QuickBooks Online (QBO) mobile app and guide you on how you can pull up Trial Balance to manage your account balances.

 

For the time being, you're unable to see the Trial Balance ledger using the QBO app. You can only access the Profit & Loss report and Balance Sheet through it. 

 

However, you can log into your QBO account via a web browser to access the Trial Balance report. To do this, here's how:

 

  1. Open a web browser.
  2. Sign in to your QuickBooks Online account.
  3. Go to Business overview and select Reports.
  4. Use the Find report by name search bar to search for Trial Balance and select it to open.

 

From there, you'll have the option to customise the Trial Balance report to focus on the details that matters to you the most and then save its customisation settings. For the complete guide, please see this article: Customise reports in QuickBooks Online.

 

Also, you may want to check out this article as your reference to learn more about the QBO app features available on supported mobile devices: Compare mobile app features.

 

Let me know if you have other reporting concerns or questions about utilizing the QBO mobile app. I'll gladly help. Take care, and have a great day, @irfanasgharvohra.