provide trial balance that includes eight columns: 1-First period Balance , 2-transaction during the period, 3-total,4-last period balance - debit and credit for all

Alamir-Abdullah-Khalil · ‎May 17, 2025

Please provide a report for the trial balance that includes eight columns, as follows: 1. First period Balance (Debit) 2. First period balance (Credit) 3. Transaction during the period (debit) 4. Transaction during the period (credit) 5. Total (Balance + Transaction) (Debit) 6. Total (Balance + Transaction) (Credit) 7. Last period balance (Debit) 8. Last period balance (credit)

ChristineJoieR · ‎May 17, 2025

We can pull up each reporting period separately and export the Trial Balance to include these eight columns, Alamir.

Please know that the Trial Balance report in QuickBooks Online (QBO) provides a clear and concise view of both debit and credit account balances as of a specific date, all on a single page. That said, including these eight columns in one glance isn't possible in the Trial Balance report.

As an alternative solution, we can customize the Report Period to input specific date range you need to pull up and then export the data to an Excel file separately.

Here's how:

1. On the Trial Balance report, choose the Custom to choose specific dates under the Report Period.

2. Choose an Accounting Method, click on the Customize button for additional customization.

3. Then, click on the Run Report.

4. Next, export the data by clicking Export button and choose the Export to Excel.

Apply this method for other date ranges you need to compile. Afterwards, add the necessary columns manually and transfer the amounts onto a single Excel page from the generated files. See sample illustration below:

Additionally, explore tailored methods to customize your reports for gaining valuable insights, and learn how to create an email schedule for your memorized reports in QuickBooks Online.

Let me know if you need any assistance with report-related tasks or achieving goals within QuickBooks Online. As always, we will prioritize addressing your concerns and finding a solution. Stay safe.