How to generate trial balance for the month alone. Eg- if I select the report period as 01/Aug 2023 to 31/08/2023, GL Codes relating to P&L, is generating YTD figure.

I can help you generate your trial balance in a given period, userm-shanavas. Let's work together on pulling up this data in QuickBooks Online (QBO).

To have a complete view of your account's trial balances in QBO, we can run the Trial Balance report. To proceed, kindly follow the steps below.

1. Log in to your QBO account.
2. Go to the Reports menu and enter the Trial Balance on the Find report by name search bar.
3. Modify the Report period accordingly. Then, click Run report.
4. If you have missing data, you may switch from Cash to Accrual Accounting method or vice versa. Both methods hold different data that affect what transactions will show on the report.

You might also want to filter your reports to show your needed information. It helps you organize your data's details accordingly. Kindly review this article as your guide through this task: Customize reports in QuickBooks Online.

You can always count on us here in the Community if you have more concerns with your trial balance. Freely reply to this thread for your additional queries, and we'll help you in any way.