I point you in the right direction of how to get a Trial Balance report with the Current Month Debit/Credit and Year-To-Date (YTD) Debit/Credit. All you need to do is pull the Trial Balance report up in your QuickBooks Online (QBO) account and change the reporting period.
Go to the Reports tab on the left-hand menu bar.
Choose the Reports portion.
In the search bar, type "Trial."
Once Trial Balance pops up, click on it.
5. From the "report period" box, you can choose which time frame you'd like to run this report through.
6. Once you're ready, press Run Report.
That's all there is to it! In addition, you can customize your reports in your QuickBooks Online (QBO) account.
Now you should be able to run the Trial Balance report and customize it if needed for your business. I'm only a post away if you have any other concerns. I'm always around to help. Have a great day!
Need to get a Trial Balance report with Current Month Debit/Credit, and YTD Debit/ Credit
When you subscribe to QuickBooks Online for Nonprofit, the balance sheet in the report is called Statement of Financial Position.
However, if you're looking for a report that shows only 1 transaction for October and the other 2 columns for "YTD" is not possible in QuickBooks. Though you can run the Trial Balance report, and modify the specific date, and export it to a PDF file.