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the_tile_setters
the_tile_setters
January 26, 2021
Solved

trial balance report

  • January 26, 2021
  • 13 replies
  • 203 views

How do you run a trial balance report in QB desktop premier 2019???????????????? 

Best answer by JamesDuanT

We got you on this, the_tile_setters.

 

The Trial Balance report is under the Accountant & taxes. Here's how to pull up your data:

  1. Click Reports at the top menu.
  2. Select Accountant & Taxes.
  3. Select Trial Balance.
  4. You can click the Customize Report button if necessary.

You can also use these links for reference when managing reports in QuickBooks Desktop:

We'll be right here if you have additional queries regarding the reports or your data in QuickBooks. Have a great day!

13 replies

JamesDuanTQuickBooks TeamAnswer
QuickBooks Team
January 26, 2021

We got you on this, the_tile_setters.

 

The Trial Balance report is under the Accountant & taxes. Here's how to pull up your data:

  1. Click Reports at the top menu.
  2. Select Accountant & Taxes.
  3. Select Trial Balance.
  4. You can click the Customize Report button if necessary.

You can also use these links for reference when managing reports in QuickBooks Desktop:

We'll be right here if you have additional queries regarding the reports or your data in QuickBooks. Have a great day!

    grunertime
    February 14, 2022

    a standard form of a trial balance report has 4 columns

     

    Beg. Balance             Debit             Credit              Ending Balance 

     

    But, QB just shows Debit and Credit.

     

    How do I customize the report? Do I have to do it myself in Excel?

      MasseyC
      May 26, 2022

      Hi MasseyC,

       

      I can see how convenient it would be to be able to run a different data of a Trial balance report.

       

      We're continuously working towards providing better features to help improve our customer's experience while using the program.

       

      I'd suggest sharing this idea with our Developers. You may post this suggestion through these steps:

       

      1. Click the Help menu.
      2. Click on Send Feedback Online.
      3. Select Product Suggestion.
      4. Type in your feedback or feature request.
      5. Click on Send Feedback.

       

      Feel free to pin these references as your guide in modifying reports:

       

       

      Keep me posted if you need help customizing reports. I'll be around to help you!


      @Adrian_A  I appreciate the steps to suggest the improvement to the Developers. I'll be sure to do that.

       

      With regard to customizing the reports, please correct me if I am wrong, but there is not the ability to add additional detail based on the various inputs/selections there in, is that correct? Meaning I can't add a beginning balance & activity based on the Customize Functions. Rather those functions are reserved for the actual formatting of the report itself, how the report looks vs what the report includes.

      Am Mutuku
      May 25, 2022

      Hello there, the DR & CR of my TB in Quickbooks aint the same. Advise

      MariaSoledadG
      MariaSoledadGQuickBooks Team
      QuickBooks Team
      May 25, 2022

      Let's find out why you're getting an unbalanced trial balance, Am Mutuku.

       

      There are some reasons why your trial balance fails to balance. This usually happens if you transposed numbers while posting from the general journal to the ledger, or from the ledger to the trial balance. Also, if you've miscalculated the numbers that will show different figures. Or perhaps you credited something that should be debited or vice versa. Another is if you applied a transaction to the wrong account.  You'll want to go through each transaction starting with the journal entries and make sure they are posted correctly to the general ledgers. Then, double-check the ledger balances and make sure those were entered in the trial balance correctly. You can also reach out to your accountant to guide and figure out what causes such issue. 

       

      To help you understand more about debits and credits and how they are balanced, I've added this QuickBook Blog that contains more information: Debit vs. Credit Accounting: The Ultimate Guide.

       

      In addition, learn from this article some of our financial reports available in QuickBooks that give you information about different areas of your business: Reports Included In Your QuickBooks Online Subscription.

       

      Let me know if you have any other concerns about your trial. I'll be right here to help.

       

      yasowryh-gmail-c
      June 9, 2023

      my audit asks about Beg. Balance Movements and Ending Balance all of them Debit Credit

      But, QB just shows Debit and Credit.

      yasowryh-gmail-c
      June 9, 2023

      QuickBooks on line

      DHeraV
      DHeraVModerator
      Moderator
      June 9, 2023

      We appreciate you raising your query here in the Community forum.
       

      As much as we'd like to help you achieve your goal, however, we need a few details of your concern to give you accurate answers. You can also share with us some screenshots of your concern. Any information that you can provide will be greatly appreciated. 

      We're looking forward to hearing back from you. The Community team is always here to have your back. Have a good one.

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