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jcheesman
May 14, 2020
Question

I need to run trial balance by month - in desktop I used P&L by class - changed column from class to month & selected all accounts under filter - does not work in online

  • May 14, 2020
  • 2 replies
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2 replies

J
JamesM
May 14, 2020

Hi there, 

 

QuickBooks is a great program for managing your reports and making sure your books are in order. I'll be happy to help  with showing you how to run a Trial Balance by month. 

 

A trial balance report summarizes the debit and credit balances of each account on your chart of accounts during a period of time. When running this report, you can always customize the report period to have your monthly Trial Balance report. Here's how:

  1. From the left menu, click Reports.
  2. Search for Trial Balance.
  3. In the Report period section, select the specific month you want to show.
  4. Click Run report.

For more info on customizing reports in QuickBooks, check out this article here. Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby. 

J
jcheesmanAuthor
May 15, 2020

Thanks but this only gives me one month - I want to see each of the 12 months in columns side by side - could do it in Desktop but not in Online - Having used Desktop for many years and just converted to Online because of working from home I am finding Online to be very limited and I wish I had not changed

 

    AddieC
    AddieC
    May 15, 2020

    I see what you mean, jcheesman. At this time, you're unable to compare each month side-by-side on your report. I'd recommend printing out each month of the report if you'd like to do a side-by-side comparison, or create a spreadsheet outside of QBO with the information generated by the report per month. 

     

    If this is something you'd like us to improve on, please don't hesitate to leave your feedback for our product development team. You can do that by clicking the Gear icon > Feedback.

     

    Have a great day.

    P
    ptoricoluv
    May 6, 2022

    For all new readers.  I wouldn't waste my time submitting this to feedback.  QB online has so many limitation and there are no intentions on their part to do anything about it.  I'm so disappointed with QB online.  Because this is one of many limitations of really basic features.  I discourage all my clients from using it.  However, running a transaction detail report (data to include as much information as you'd like to see when you drill down but at minimum account, date and amount) and exporting it to excel and creating a pivot table is one of your options.  Qodbc driver link to an excel spreadsheet and create a pivot off that is another.  I don't know if anyone suggested this before but I thought I'd post it anyways.  

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