Thanks for chiming in to this forum, fyarwood. I'll further discuss how the trial balance works in QuickBooks Online (QBO).
Please know that the Trial Balance in QBO shows the closing balance of each account over a given period to ensure the debit and credit balances are equal.
Since it gives you the same numbers even after customizing the date periods, I recommend contacting our live support team. By doing so, they will be able to access your account securely and ensure that the correction is made.
Here's how:
- Sign in with your QuickBooks Online company.
- In the upper right corner, click on the (?) Help icon.
- Select Search, then click Contact Us.
- Write your issue or concern and click Continue.
- Choose a way to connect with them.
Moreover, you can visit this article on customizing reports in QBO as it explains how you can tailor your financial data presentations to better meet specific business needs and preferences: Customize reports in QuickBooks Online.
I’m here to help ensure everything is set up correctly for your business needs. Just count me in if you need more help with handling your reports.
