Online QB Reporting Limitations

Hello there, @abeckham.

I'm here to share information on how you can run your company's General Ledger and Trial Balance report in QuickBooks Online.

With QuickBooks Online, the data displayed on your reports depend on the information recorded in your account. May I ask what is the specific date range of the General Ledger report and Trial Balance you want to generate?

In the meantime, here's how to generate your General Ledger report:

1. Go to Reports.
2. In the For my accountant section, choose General Ledger.
3. Click the Report Period drop-down arrow.
4. Choose Custom.
5. Manually enter the date range of the transactions you want to include in the report.
6. Click Run Report. 

That should do it! Just  use the same date range when viewing your Trial Balance report.

For additional insights you may check out this article: Targets vs. Sources overview.

Always feel free to visit us here in the Community if you have other questions about customizing your General Ledger and Trial Balance reports. I'm always here to lend a hand.

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@abeckham wrote:

In readying for an annual audit, we went to download the prior year GL and Trial Balance. But nope, online QB does not allow that date range, it's too big.

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A Trial Balance should not be a problem, but anyhow you can invite the auditor as an accountant user to access the QBO, so need to download anything