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Jovychris_A
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Hi there, @jparker24.

 

Let me share some insights on how to get this kind of report in QuickBooks.

 

Instead of running the Trial Balance report, you can pull up the Journal reports showing the underlying Class and especially to show up the dates. This report also contains the debits and credits of the account.

 

Here's how:

  1. Go to the Reports menu and then select Accountant & Taxes, then Journal.
  2. Click the Customize Report button.
  3. On the Search Columns box, type Class and then put a checkmark.
  4. Click OK to save it.

 

Once done, you will now view everything else you need for the report.

 

I'll add this article as a reference on how to personalize a report in QBDT: Customize reports in QuickBooks Desktop. It includes links that cover basic information about reports like setting up and modify Scheduled reports.

 

In case you wanted to remove other columns for a cleaner view, you can follow the steps above and uncheck the column names.

 

Feel free to tag me (@Jovychris_A) if you need further assistance in pulling up QuickBooks reports. I'm always here to help. Stay safe and well!

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