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It's great to have you join this forum, jennifer145. I've got steps to help you get the information you need in your Trial Balance report.
Running business data and other financial information of your company account can be acquired under the Reports center of your file. You can add modifications to this report to ensure all details are shown. To do this:
- Go to Reports from the left panel menu.
- Browse or enter the Trial Balance report from the search section.
- Modify the necessary details or click on the Customize button.
- Review all data and select Run report.
I've included a screenshot for your reference.
Furthermore, you can utilize this guide to help you save all the customizations made on your reports: Memorize reports in QuickBooks Online.
I'll make sure to get the help you need for any additional queries when managing and running financial reports. I'll be around anytime you require further assistance. Keep safe and have a good one!
