Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join now
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:
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.
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!
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.
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
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.
Any updated on this function? It seems a very basic ask to have a TB for both the tax (calendar) year that is correct and will report correctly despite the company setup as fiscal year. Is this something being worked on?
Being able to run a working trial balance is our priority, jbooze1.
I can see the importance of running a working trial balance for a correct tax calendar year. You'll want to let our product team know how this will benefit for your business needs. You can go to our Customer Feedback page so you can send a request by clicking the Give feedback option. I've added this screenshot for your visual guide:
While the option isn't still available, you'll still need to to review the trial balance created one at time to make sure this is error free. In addition, QuickBooks provides different reports that provide your business information. Learn how to customize them, so you'll get the recurring information that you need most. I've got this article for more details: Customize Reports In QuickBooks Online.
Any other concerns with trial balance? Let us know so we can help you if you need additional assistance.
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.