I try changing the date for my trial balance under custom date, but it defaults to today date

Let's collaboratively work through some troubleshooting steps to accurately identify and resolve the issue regarding modifying the date on your Trial Balance report, Carolynec. I'll be here to guide you every step of the way.

First, you'll need to check the date format. Make sure that if your QuickBooks Online (QBO) account uses the date format MM/DD/YYYY, then you should adhere to the same format.

To check the date format, follow these steps:

1. Go to the Gear icon, then Accounts and settings.
2. Select Advanced.
3. Scroll down and click Other preferences.
   

Then, you can either change the date format or continue to follow it. Once done, attempt to customize the date and run the report again.

If the issue persists, we can perform some troubleshooting steps to isolate the problem. At times, your browser stores frequently accessed data, which can cause unexpected behavior on online platforms. To resolve this, let's access your account in private browsing mode by using the following keyboard shortcuts:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: Command + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

If it works, return to your regular browser and clear its cache to optimize web performance. Alternatively, you can use a supported browser to enhance your QuickBooks experience.

Moreover, you can visit this article to learn how to tailor reports according to specific business needs and save these settings for future use: Save a customized report in QuickBooks Online.

Feel free to explore the customization options to personalize your reports, Carolynec. Let me know if you have any more questions about managing your reports in QuickBooks. I'll be here to respond to your inquiries.