Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
We changed fiscal years and I'm trying to get a 6 month stub period trial balance. The default TB report appears to be hardwired to show activity for the trailing 12 months as of the specified ending date. Entering a custom date range does not solve this problem.
Our auditors are requiring a 6 month trial balance report and I need some help creating this.
Thank you for visiting the QuickBooks Community, jtown. I've got steps to ensure you can get the data that you need in your Trial Balance report in QuickBooks Online.
I recommend running and customizing the mentioned report by modifying the Columns setting to Months. This allows you to get the six-month stub period trial balance data.
Here's how:
I've added a screenshot below for visual reference.
In case you need steps on how you can save the current customization settings of the report, you can read this article: Memorize reports in QuickBooks Online.
I'd like to work with you again if you have more questions about managing reports in QBO. Let me know by adding a comment below and I'll help in any way I can, jtown. Have a great day!
Is it possible to create a TB for a 9 month period with QB Desktop Pro 2018?
Welcome to the Community, @PFL-CPA.
I'm here to help you run a 9-month period Trial Balance report in QuickBooks Desktop Pro 2018.
To run a 9-month period Trial Balance report in QuickBooks Desktop, you choose to customize the Dates field. Choose the date period you want in the From and To fields. On the Report Basis, choose Accrual or Cash. Refer to this article to learn the difference between Cash and Accrual basis and how to set them as preferences in QuickBooks Desktop for Windows: Differentiate Cash and Accrual basis.
Here's how to run the report:
Moreover, you can browse this article to save your report customization in QuickBooks Desktop: Create, access, and modify memorized reports.
Feel free to comment below if you need further assistance running a Trial Balance report in QuickBooks Desktop. I'm always here to help. Have a great day.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here