I need to run trial balance by month - in desktop I used P&L by class - changed column from class to month & selected all accounts under filter - does not work in online

Hi there, 

QuickBooks is a great program for managing your reports and making sure your books are in order. I'll be happy to help  with showing you how to run a Trial Balance by month. 

A trial balance report summarizes the debit and credit balances of each account on your chart of accounts during a period of time. When running this report, you can always customize the report period to have your monthly Trial Balance report. Here's how:

1. From the left menu, click Reports.
2. Search for Trial Balance.
3. In the Report period section, select the specific month you want to show.
4. Click Run report.

For more info on customizing reports in QuickBooks, check out this article here. Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby. 

For all new readers.  I wouldn't waste my time submitting this to feedback.  QB online has so many limitation and there are no intentions on their part to do anything about it.  I'm so disappointed with QB online.  Because this is one of many limitations of really basic features.  I discourage all my clients from using it.  However, running a transaction detail report (data to include as much information as you'd like to see when you drill down but at minimum account, date and amount) and exporting it to excel and creating a pivot table is one of your options.  Qodbc driver link to an excel spreadsheet and create a pivot off that is another.  I don't know if anyone suggested this before but I thought I'd post it anyways.