Hello there. The issue you're experiencing with the Trial Balance not picking up the values according to the selected date range could be due to a few reasons.
Firstly, it's possible that you don't have data from 2022 in your QuickBooks Online (QBO) account, which is why the report only generates information from January 2023 to June 2023. To ensure the Trial Balance report reflects your desired date range, please check and make sure that you have data from 2022.
If you do have data from 2022 and QuickBooks still doesn't generate the information from July 2022 to June 2023 when running the Trial Balance report, it could be a browser issue. Browsers use cache and cookies to load web pages faster on subsequent visits, but this can sometimes cause unexpected behaviour that affects the views and performance of QBO.
To identify the issue, I recommend using a private window, as it doesn't save any temporary files. To open an incognito window, you can use the following keyboard shortcuts:
- Mozilla Firefox & Microsoft Edge: Press Ctrl + Shift + P
- Google Chrome: Press Ctrl + Shift + N
- Safari: Press Command + Shift + N
If you're finally able to run the Trial Balance report with the selected custom dates in the private window, I’d suggest deleting your browser cache to refresh the system. If the issue persists, I recommend using other supported browsers. This will help us determine if the problem is specific to your current browser.
Additionally, you might want to consider referring to this article for guidance on maximizing the benefits of your financial reports: Customise reports in QuickBooks Online.
I'm at your disposal for any further assistance you may require in generating financial reports. Just inform me by leaving a comment below and I'll be glad to assist you.
