Hi there, @dave19.
You got me here to share some insights about how the report period works on the reports in QuickBooks Online.
The This Month-to-date is the default Report period for the Trial Balance report. Know that each report in the system has a different default period. To view the details your desired transactions, you'll need to manually select the date range from the drop-down menu.
To learn more about the different reports that you can pull up in QuickBooks Online and on how to customise them, you may check out these links:
I'm also adding here a guide to help you navigating QuickBooks together with its great features: Get started with QuickBooks Online.
Lastly, I know that each business is unique and has different needs to make run smoothly. I encourage you to visit our QuickBooks Online Blog site to be updated with our road-maps in terms of product improvement.
You can always find me here of you have any other questions or concerns. I'll be here to help. Take care!
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