I'll gladly list the steps for running a report that shows the income and expense accounts for the month, CsoCla.

A Trial Balance report lists the balances of all your company's general ledger accounts at a certain time. This includes assets, liabilities, equity, revenues, expenses, gains, and losses. To run this report for a specific month, you may customize it by following the steps below.

1. On the top menu, go to Reports.
2. Hover on Accountant & Taxes and then select Trial Balance.
3. Choose the month on the Dates dropdown.

On the other hand, you may run a Profit and Loss report to obtain data about your revenue and expense accounts. To do so, follow these steps:

1. On the top menu, navigate to Reports and then Company & Financial.
2. Select a Profit and Loss report.
3. Customize it by picking a date range on the Dates dropdown.

I'll also leave these helpful resources for more information on running reports in QuickBooks:

• How to run and customize reports in QuickBooks Desktop
• Trial balance: Definition and examples

It's also efficient to save a report's customization settings so you don't have to set them again every time you generate one. Here's a guide: Create, access and modify memorized reports.

I'm delighted to walk you through the essential steps of refining your reporting process in QuickBooks. If you need further assistance with running reports or customizing them, feel free to drop a reply. It's my goal to help you stay on top of your company's financials this holiday season!