cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
MichaelaS
QuickBooks Team

Reply to message

You can do it by customizing the date range of the trial report period, Awad.

 

Here's how:

 

  1. Login to your QuickBooks Online account.
  2. From the left panel, click the Report menu.
  3. Look for the trial balance in the "Type report name here" dropdown.
  4. Choose Customize in the Report Period dropdown to select the specific date needed. (Please note that this applies to both new and old version interfaces).

 

For additional reference, you can click the Save customization button to save your preferred report customization and access the same information whenever you need it. It will help streamline your reporting process.

 

Please leave us a response if you have other questions or concerns.