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accounting476
Level 1

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

 
5 Comments 5
katherinejoyceO
QuickBooks Team

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

 

 

Thanks for coming to the Community for your concern, @accounting476

 

You can customize the date of your report under the Report period according to the fiscal year-end of your company. Here's how: 

 

  1. Go to the Reports menu, then enter Working Trial Balance in the search field. You can also browse for the report in the Reports menu.
  2. In the Report period dropdown, select the length of time you want to see.
  3. In the date field, select the start and end dates, then select Run report. 

 

You can also customize it to modify the display and then memorize it to save its customized settings.

 

Feel free to message again if you have additional concerns. I'm always here to help. 

katherinejoyceO
QuickBooks Team

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

Hi accounting476,

 

Hope you’re doing great. I wanted to see how everything is going about the working trial balance report you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

accounting476
Level 1

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

Not correct answer. QB still gives fiscal year data for income statement accounts when run trial balance. On line version we do nto have working trial balance only trial balance. Not sure if working is just added columns for adjustments. 

accounting476
Level 1

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

Not correct. QB still gives fiscal year data for income statement accounts. Guess limitations with QB.

Also we do not have working trial balance for on line version only trial balance. Not sure if difference is working T/B has adjustment columns. Thanks for trying to help

Nick_M
QuickBooks Team

Can i run a working trial balance on calendar year for fiscal year end company? using quickbooks online?

Hi there, accounting476. 

 

Thanks for dropping by the Community this afternoon, I'm happy to clarify some things on these reports for you. With the Working Trial Balance report which is a trial balance that is in the process of being adjusted, we unfortunately do not have that report available here in the United States at this time. I can see how this would be beneficial to you, your business and many other QuickBooks users alike so for that reason, I'm going to suggest this report gets added to the product in a future update. You can check out our QuickBooks Blog to see what changes are coming in future updates. 

 

Thanks for your time and if you have any other questions, feel free to post here anytime. 

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