How can I change the default behaviour of reports screens so that it doesn't hide the period etc. boxes? I never want to run a trial balance for this month to date!

dave19 · ‎April 29, 2020

I just want this software to actually act like the sensible grown-up package we used to have in desktop and stop trying to shoe-horn me into doing pointless stuff.

BettyJaneB · ‎April 29, 2020

Hi there, @dave19.

You got me here to share some insights about how the report period works on the reports in QuickBooks Online.

The This Month-to-date is the default Report period for the Trial Balance report. Know that each report in the system has a different default period. To view the details your desired transactions, you'll need to manually select the date range from the drop-down menu.

To learn more about the different reports that you can pull up in QuickBooks Online and on how to customise them, you may check out these links:

I'm also adding here a guide to help you navigating QuickBooks together with its great features: Get started with QuickBooks Online.

Lastly, I know that each business is unique and has different needs to make run smoothly. I encourage you to visit our QuickBooks Online Blog site to be updated with our road-maps in terms of product improvement.

You can always find me here of you have any other questions or concerns. I'll be here to help. Take care!

View solution in original post

BettyJaneB · ‎April 29, 2020

Hi there, @dave19.

You got me here to share some insights about how the report period works on the reports in QuickBooks Online.

The This Month-to-date is the default Report period for the Trial Balance report. Know that each report in the system has a different default period. To view the details your desired transactions, you'll need to manually select the date range from the drop-down menu.

To learn more about the different reports that you can pull up in QuickBooks Online and on how to customise them, you may check out these links:

I'm also adding here a guide to help you navigating QuickBooks together with its great features: Get started with QuickBooks Online.

Lastly, I know that each business is unique and has different needs to make run smoothly. I encourage you to visit our QuickBooks Online Blog site to be updated with our road-maps in terms of product improvement.

You can always find me here of you have any other questions or concerns. I'll be here to help. Take care!

dave19 · ‎April 29, 2020

I can only assume that whoever decided "month to date" was the most useful option for a TB has never ever prepared any accounts in their life!

Can we please have some software that is designed by someone who actually uses this stuff instead of a load of convoluted but pretty rubbish designed by web addicts?

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How can I change the default behaviour of reports screens so that it doesn't hide the period etc. boxes? I never want to run a trial balance for this month to date!