Trial Balance

We'll have to select the Custom option and input the specific month in the From and To fields to get the data you need, Helen. I'll assist you with the steps to make sure everything works out well.

To start off, can you tell us if you faced any hurdles while working on the Trial Balance for the 16-month period? Knowing this will help us address the issue effectively and find the best solution.

While I wait for your reply, let's head to the Reports Center and run the Trial Balance report from there. Here's how:

1. Go to the Reports menu on the left panel and choose Reports.
2. Enter Trial Balance in the Type report name here field.
3. From the Report period drop-down, select Custom and input the specific month in the From and To fields.
4. Set the correct Accounting method: Accrual or Cash basis.
5. Click Run report to generate the trial balance for the specified period.
   
   

Here’s a reference to help you keep the same report settings for future use: Memorise reports in QuickBooks Online. It allows you to quickly open the report without performing the customisation process.

Browse the links below to gain insights into the various custom reports and accountant tools available to boost your bookkeeping efficiency:
 

• Use accountant tools and features in QuickBooks Online Accountant
• Common custom reports in QuickBooks Online
  
  

We’d love to hear from you! If you have more questions or concerns about running financial reports and other accounting tasks, just leave a comment below. The Community is always here to lend a hand.