Hello there, @grunertime.
Thank you all for taking the time to post in the Community. You'll want to export the Trial balance into an Excel file.
From there, you can customize the data to show the specific details you wanted. The Trial Balance report only displays the Debit and Credit Column. To filter and export the report, just follow these steps:
- In the Report period section, filter it to show the data for a month.
- Click the Export icon and select Export to Excel (see screenshot).
- Follow the same steps until you're finished with the current year.
- In the Excel spreadsheet, manually customize the columns the way you'd like them to be displayed.
You can also check these articles for more details:
I'm always available if you have more questions about QuickBooks Desktop. Just leave a reply and I'll get back to you as soon as possible. Have a great day and stay safe.
