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Trish_T
QuickBooks Team

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Hi dccblue,

 

Thanks for joining in on this thread!  I can understand how having the ability to see additional columns for each month on the Trial Balance report would be beneficial.  In QuickBooks Desktop, there are options for customizing your reports and I'd be happy to show you how this can be done!

 

To run a Comparative Trial Balance report, follow these steps:

 

From the top menu bar select Reports

Scroll down to Company and Financial and then choose the Balance Sheet Standard
Select the Date from the drop-down arrow 
Customize Report > in the Columns section, display columns by hit the drop-down arrow and then Month

Click Okay
If you'd prefer to have the most current month first, click on Customize Reports > change the month to the current month.

 

You can also change the header on the report.  Here's how:

Click on Customize Report

Select the Header/Footer tab
Edit the Report Title

When finished, hit Okay
You now have a Comparative Balance Sheet and you're ready to Memorize the report!
 

If you have any other questions, please don't hesitate to reach back out.  We'd love to help!

 

 

 

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