I have called up a trial balance for current year. Why does it include transactions from prior year??

Hello @philip1944-pg,

Let me help share information about how your report pulls up its data in QuickBooks Online.

To start with, transactions on your Trial Balance report will show up depending on the accounting method you've chosen. Please be informed that in any method, cash or accrual, all transactions accumulating on that period will display even if you've customized it with your desired date.

This is the reason why it'll still show your transaction from the prior period even if you selected the current year. Learn more about your report with this article: Run basic financial reports.

Additionally, I've also included this helpful article for the steps in customising your report: Run a Profit and Loss report by bank account in QuickBooks Online.

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand.