Hi there,
QuickBooks is a great program for managing your reports and making sure your books are in order. I'll be happy to help with showing you how to run a Trial Balance by month.
A trial balance report summarizes the debit and credit balances of each account on your chart of accounts during a period of time. When running this report, you can always customize the report period to have your monthly Trial Balance report. Here's how:
- From the left menu, click Reports.
- Search for Trial Balance.
- In the Report period section, select the specific month you want to show.
- Click Run report.
For more info on customizing reports in QuickBooks, check out this article here. Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.
