Trial Balance

I'll share more insights on how the Trial Balance report works in QuickBooks Online (QBO), Melis.

A trial balance is a financial report that shows the closing balances of all general ledger accounts, as well as totals all debits and credits. The option to customize the report by classifying the accounts as Assets, Liabilities, Equity, Income, and Expenses is unavailable in QBO. What we can do is export the report to Excel so you can modify the columns and data there. Here's how: 

1. Go to Reports (Take me there).
2. Search for and select the Trial Balance report.
3. At the top of the report, click the Export icon. Then tap Export to Excel.
4. Save the file somewhere you can easily find, like your Downloads folder or your desktop.

If you’re missing data when you open the report in Excel, the file's in protected view. In Excel, you’ll need to select Enable Editing to view the full report. You can also create custom reports to get the data that matters to you most.

If you have multiple accounts, log in to each company and the trial balance from there. Allow me to share these articles for additional guidance when running reports in QBO:

• Trial Balance: Post Closing, Adjusted Trial Balance Examples
• Remove Deleted Accounts from Reports in QuickBooks Online
• Customize Reports in QuickBooks Online

Let me know if you need further assistance or have additional questions about your Trial balance, add a comment below. I'm always here to help.