Hello there, tanuja.
It's my pleasure to share some details about generating a Trial Balance report in QuickBooks Online (QBO).
In QBO, the Trial Balance report summarises the debit and credit balances of each account on your chart of accounts during a period. However, customising this report with the opening balance, transactions, and closing balance is unavailable. The Trial Balance report only displays the Debit and Credit Column.
If you still want to pull up this report without the specific details you want, I'll guide you through the steps below:
If you want to customise other details in the report, especially the report period, click the Customise button. See this article for details about personalising reports in QBO: Customise reports in QuickBooks Online.
Moreover, if you want to learn more about managing and exporting reports and other lists in QuickBooks, check out these articles:
Feel free to post a reply in this thread if you have clarification about the Trial balance or additional QuickBooks queries. I'm always around to help you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here
These cookies are strictly necessary to provide you with the services and features available through our site. Because these cookies are strictly necessary to deliver the site, you cannot refuse them without impacting how the site functions.
These cookies are used to make advertising messages more relevant to you and your interests. They also perform functions like preventing the same ad from continuously reappearing, ensuring that ads are properly displayed, and in some cases selecting advertisements that are based on your interests.