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accounting-emint
Level 2

Hi. We are currently in Quickbooks online. Do we have the General Ledger Trial Balance report?

Hi. We are currently in Quickbooks online. Do we have the General Ledger Trial Balance report?
2 Comments 2
4Gal
Level 11

Hi. We are currently in Quickbooks online. Do we have the General Ledger Trial Balance report?

Go to Reports.
In the Search field, enter Trial Balance and click it.
Change the Report period to the date range you want to view.
Tap Run report.

JorgetteG
QuickBooks Team

Hi. We are currently in Quickbooks online. Do we have the General Ledger Trial Balance report?

Thank you for reaching out to the Community, @accounting-emint. I am thrilled to help you obtain your reports and provide you with the information you need.

 

I understand the benefits of running a General Ledger Trial Balance report for your business. However, in QuickBooks Online, we can run the report separately.

The General Ledger report includes all the detailed transactions of all accounts, while the Trial Balance report only includes the ending balance in each of those accounts.

We can easily view either the General Ledger or the Trial Balance report with just a few clicks. These reports are accessible in both accountant and business view.
 

Here's how:

 

  1. Go to the Reports menu on the left panel.
  2. This will open a page that lists all reports available in QBO.
  3. Choose the Standard tab and scroll to the For my accountant section.
  4. From there, double-click on General Ledger or Trial Balance to view the complete details.

 

 

 

Allow me to share additional information about managing you reports:

 

 

Please let me know if you have additional questions about running your report or if you need help with any specific task. I can assist you at all times.

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