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D
Danoo
January 25, 2020
Question

Trial balance showing the wrong report period

  • January 25, 2020
  • 5 replies
  • 0 views

When I make a trial balance report for last quarter (1/10/2019 to 31/12/2019), instead the numbers showing up are the last six months. I only discovered this because the numbers seemed extremely high for a 3 month period.

(Yes, I click on run report after setting the dates, I have tried setting dates to 'custom' and then the dates, I've tried the preset 'last quarter' etc., it doesn't make a difference.)

So my workaround is now having to click on each line item separately, adjust the transaction report start dates (which are somehow set for 1/7/2019 instead of 1/10/2019) and then make my own excel version. 

It seems to be working fine for all other reports, just the trial balance is giving issues. 

Thanks for any advice on this!

 

    5 replies

    R
    Rasa-LilaM
    January 25, 2020

    Hey there, Danoo.


    There’s already an open ticket about the issue you’re experiencing when running the Trial Balance Report. Rest assured, our product engineers are diligently working towards finding a permanent fix.


    While waiting for the solution, I recommend signing up for the notification list. This way, you’ll receive email updates about the investigation.


    The process requires the collection of sensitive information. I will not be able to perform it here in the Community for security reasons.


    I recommend you get in touch with our QBO Care Team since they can add the company in a secure space. Here’s how:

     

    1. Go to the Help icon at the top to select the Contact Us link.
    2. This will open another window where you can enter the issue/topic.
    3. Once done, click on the Let’s talk button to view the support information.
    4. Choose how you want to contact our QBO Care Team: Message an agent or Get a callback.
    5. Provide the following number to expedite the process: INV-24608.

    For future reference, let me share this link that contains articles and tools that can help smoothly manage your business: Resource Center.

     

    I appreciate your patience while we’re working through this. Keep me posted if you need help with QuickBooks. I’m more than happy to assist further. Have a good one.

    D
    DanooAuthor
    June 1, 2021

    Trial balance showing the wrong report period

      AlexV
      AlexV
      June 1, 2021

      Hello Danoo!

       

      I'm joining this thread so I can explain how the Trial Balance works.

       

      The Trial Balance lists all accounts on your Chart of Accounts and their totals as either debits or credits. This report does not function on a "From-To" basis but only on as of date. This means that only the "To" date is functional and can be changed.

       

      What I can suggest is to send feedback to our engineers to have the "From" date function so it can be modified. Go to the Gear icon and select Feedback.

       

      I appreciate that you shared your workaround here. You'll want to continue the same process until your request will be implemented.

       

      Need more financial reports? Check these links:

       

      Leave a comment below if you need more help. Take care!

        9
        9130 3529 3092 8646
        February 22, 2023

        I am facing this problems also. The Trial Balance lists all accounts on Chart of Accounts and their totals as either debits or credits. This report does not function on a "From-To" basis but only on as of date. This means that only the "To" date is functional and can be changed.

         

         

        I
        info-goldenedges
        February 21, 2023

        Hi, 


        I just am wondering if there has been a fix for this known issue.  I am running into the same problem where I am trying to pull a trial balance of last fiscal year and I am only getting data on the last 6 months. 

         

        Can you please advise if there is a fix for this? 

         

        Thanks!

        J
        JamesM4
        February 22, 2023

        Hi there.  I'd like to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our phone support team using the details below: 

        • Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
        • Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

        One of our representatives will be happy to take a look at your account and help you get back on track ASAP. Feel free to ask other questions. I'm here to help. 

        9
        9130 3529 3092 8646
        February 22, 2023

        Ya. I am facing this same problems aslo..Can any once solve this problems?

        F
        fyarwood
        January 22, 2025

        I am having pretty much the same problem when running a trail balance. It doesn’t matter what dates I put in it give me the same numbers. Which seems like totals for the entire time I have using QB not just the year I am looking at

        A
        Anonymous
        January 22, 2025

        Thanks for chiming in to this forum, fyarwood. I'll further discuss how the trial balance works in QuickBooks Online (QBO).

         

        Please know that the Trial Balance in QBO shows the closing balance of each account over a given period to ensure the debit and credit balances are equal.

         

        Since it gives you the same numbers even after customizing the date periods, I recommend contacting our live support team. By doing so, they will be able to access your account securely and ensure that the correction is made.
         
        Here's how:

         

        1. Sign in with your QuickBooks Online company.
        2. In the upper right corner, click on the (?) Help icon.
        3. Select Search, then click Contact Us.
        4. Write your issue or concern and click Continue.
        5. Choose a way to connect with them.

         

        Moreover,  you can visit this article on customizing reports in QBO as it explains how you can tailor your financial data presentations to better meet specific business needs and preferences: Customize reports in QuickBooks Online.

         

        I’m here to help ensure everything is set up correctly for your business needs. Just count me in if you need more help with handling your reports.

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