Currently, there isn't a direct way to produce a Trial Balance report that shows columns by month,
@Bea14. Let me share an alternative solution that can help.
As a workaround, you can consider running the Trial Balance report and setting the reporting date to the appropriate month. Then, export the report for each month to Excel separately and consolidate the data from there. Here's how:
- Go to Reports, then Accounts and Taxes.
- Select Trial Balance.
- Set the correct date range (monthly).
- Select the Excel drop-down, then Create New Worksheet.
- If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.
- When you’re ready to export, select OK.
Also, you can check out these articles as your reference in case you need assistance in generating, customizing, and memorizing reports in QBDT:
Please keep me posted on how it goes in the comments below. If there's anything else you need and concerns about handling reports in QBDT, I'm always ready to help.
