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Trial Balance report not showing transactions from previous year

If I run my Trial Balance report for the period 1May2017 to 30Apr2018, only transactions from 2018 are being picked up. What could cause this? I started using multi-currency in 2018, could this influence the Trial Balance report?

4 Comments
QuickBooks Team

Re: Trial Balance report not showing transactions from previous year

This can be a possible data damage, Vonnie1999.

 

Using the multi-currency feature will not affect the report. Let's run the verify and rebuild utility tools to fix it. These tools work by identifying the data issues within the company file, then resolves it. 

 

Here's how:

  1. Click the File menu.
  2. Go to Utilities, then choose Verify Data
  3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity", the file is damaged. Just continue to Rebuild Data to correct the problem.
  4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the back up is finished.
  5. Click OK when you get the message "Rebuild has completed".
  6. Run Verify Data again to check for remaining data damage.

After running the utilities, try to open the Trial Balance report again and check the transactions. 

 

Get back to this thread if you need more help. I'll check your post from time to time. 

Not applicable

Re: Trial Balance report not showing transactions from previous year

Hi, thank you for the prompt reply. When I verify the data in my company file, the system says: Quickbooks detected no problems with your data. Have you any idea what else could be causing this?

QuickBooks Team

Re: Trial Balance report not showing transactions from previous year

I appreciate you performing the steps, Vonnie1999.

 

We need to take a better look at this to know what's causing the issue. I suggest contacting QuickBooks Technical Support to have this further investigated. 

 

Here's how to contact us:

  1. Open this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Choose your Desktop version.
  4. Click Solving Issues and Error Messages.
  5. Click either Get Phone Number or Start a Message.

Feel free to post anytime in the Community if you have other concerns. We'll be right here to help you out.

Established Community Backer ***

Re: Trial Balance report not showing transactions from previous year

What is your Fiscal Year setting? You cannot bracket the FY with that Calendar date range and expense the 2017 data to show. Look at the top of the report = Dates. Select This Fiscal Year or Last Fiscal Year, if you example dates spans Two FY. You report them Separately.

 

Remember that only Balance Sheet accounts carry a running balance. Income and Expense are Fiscal Year based.

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