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Jan 16, 2021 11:36 AM UTC
Question

When i go trial balance i need trial balance for one year not all year

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1 reply

Jan 16, 2021 2:28 PM UTC

Welcome to the Community, ayman4.

 

No worries! You can customize the filters on your Trial Balance report to show your desired period which is one year. I'd be happy to show you how to do it below:

 

  1. Go to the Reports menu.
  2. Enter Trial Balance in the search field.
  3. Click the Report period drop-down and select the correct period (This Year or Last Year).
  4. Hit Run report.

 

These are articles about managing reports in QuickBooks Online (QBO):

You might also want to visit our QuickBooks Online learning guides for tutorials and webinars about the product.

 

I'll be right here if you have follow-up questions with running reports or anything about QuickBooks. I'm always here to help.