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Mar 11, 2022 10:49 AM UTC
Question

How to create a new trial balance report for the next year?

every year a new trial balance is created under custom reports. how do i do this?

1 reply

Level 5
Mar 11, 2022 12:04 PM UTC

Hello there, joyknxsa.

 

I know a way how you can create a trial balance report for the next year in QuickBooks Online (QBO).

 

In QBO, the Trial Balance report summarizes the debit and credit balances of each account on your chart of accounts during a period of time. 

 

To run the report, here's how:
 

  1.   In the left menu, choose Reports. 
  2.   On the Search (magnifying glass) box, enter Trial Balance. 
  3.   You can customize the Report period, Rows and Columns, and Accounting Method.
  4.   Tap Run Report. 

 

I've got you an article for more details: Run reports in QuickBooks Online.

 

Just in case you want to memorize some reports in your QuickBooks Online, feel free to check out this article for more guidance: Memorize reports in QuickBooks Online.


Stay in touch with me if there's anything I can help with. I'll be around in the Community to help you out.