Trial balance showing the wrong report period

Hey there, Danoo.

There’s already an open ticket about the issue you’re experiencing when running the Trial Balance Report. Rest assured, our product engineers are diligently working towards finding a permanent fix.

While waiting for the solution, I recommend signing up for the notification list. This way, you’ll receive email updates about the investigation.

The process requires the collection of sensitive information. I will not be able to perform it here in the Community for security reasons.

I recommend you get in touch with our QBO Care Team since they can add the company in a secure space. Here’s how:

1. Go to the Help icon at the top to select the Contact Us link.
2. This will open another window where you can enter the issue/topic.
3. Once done, click on the Let’s talk button to view the support information.
4. Choose how you want to contact our QBO Care Team: Message an agent or Get a callback.
5. Provide the following number to expedite the process: INV-24608.

For future reference, let me share this link that contains articles and tools that can help smoothly manage your business: Resource Center.

I appreciate your patience while we’re working through this. Keep me posted if you need help with QuickBooks. I’m more than happy to assist further. Have a good one.

Trial balance showing the wrong report period

Hello Danoo!

I'm joining this thread so I can explain how the Trial Balance works.

The Trial Balance lists all accounts on your Chart of Accounts and their totals as either debits or credits. This report does not function on a "From-To" basis but only on as of date. This means that only the "To" date is functional and can be changed.

What I can suggest is to send feedback to our engineers to have the "From" date function so it can be modified. Go to the Gear icon and select Feedback.

I appreciate that you shared your workaround here. You'll want to continue the same process until your request will be implemented.

Need more financial reports? Check these links:

• Customize reports in QuickBooks Online

• Reports included in your QuickBooks Online subscription

Leave a comment below if you need more help. Take care!

Hi, 

I just am wondering if there has been a fix for this known issue.  I am running into the same problem where I am trying to pull a trial balance of last fiscal year and I am only getting data on the last 6 months. 

Can you please advise if there is a fix for this? 

Thanks!

Hi there.  I'd like to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our phone support team using the details below: 

• Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
• Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

One of our representatives will be happy to take a look at your account and help you get back on track ASAP. Feel free to ask other questions. I'm here to help. 

Ya. I am facing this same problems aslo..Can any once solve this problems?

Same problems here.When i try to view my Trial Balance Report from period 01.04.2021 to 31.10.22. some of the list of transaction report show only from period 01.01.2021 to 31.12.2021. This will make my trial balance report wrong amount. It should be same period date with my trial balance period. This will make our account not same with the General Ledger report balance. It totally wrong report show!!!

I am facing this problems also. The Trial Balance lists all accounts on Chart of Accounts and their totals as either debits or credits. This report does not function on a "From-To" basis but only on as of date. This means that only the "To" date is functional and can be changed.

I am having pretty much the same problem when running a trail balance. It doesn’t matter what dates I put in it give me the same numbers. Which seems like totals for the entire time I have using QB not just the year I am looking at