It's good to see you here in the Community, Tremblant.
The trial balance is run as part of the month-end or year end report, also called an annual report or end of year report, details an organization's activities throughout the preceding year.
The calendar year or year-end begins on the first of January and ends on 31st December every year, while the fiscal year can begin on any day of the year but will end on exactly the 365th day of that year. Both these years have a total period of twelve consecutive months.
I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Feel free to drop me a reply below if you need additional assistance with QuickBooks year-end reports, Tremblant. I'd be more than willing to lend you a hand.
