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Hi joan20,
It's vital you're able to change the date on the Trial Balance report so you can view the info you need to see. Don't worry, I'll be happy to give you a hand so you can get ahead with your work.
From your left navigation menu click Reports > locate the Trial Balance or other reports. Once you have the report pulled up, you'll see fields where you can enter a date range on top of the report. I'll attach a screenshot for reference below. You can custom select the date to view monthly data.
If you're unable to change the date, I suggest clearing cache and cookies on your browser. Doing this helps fix most issues the site may be having. I suggest giving that a try by following the steps in this article: Clear Cache and Cookies.
In case you're having issues, feel free to contact our support team using this link here. Otherwise, leave a comment below. I'll be one message away.
