Hi there, @SArchitects. I can definitely help you access that information in QuickBooks.
You can simply run a Trial Balance report to capture your previous financial year information. Refer to the instructions below to do it:
- Open your QuickBooks Accountant Online account.
- Select the Reports menu from your left pane.
- Enter Trial Balance in the Search field or go to the For my accountant section to locate the report.
![](https://lithium-response-prod.s3.us-west-2.amazonaws.com/intuit.response.lithium.com/RESPONSEIMAGE/62783982-bde7-4be5-aa8d-6687124df1ec.default.png)
- Set the date period to your previous financial year. You can also click Customise to filter the needed info.
- Press Run report after.
![](https://lithium-response-prod.s3.us-west-2.amazonaws.com/intuit.response.lithium.com/RESPONSEIMAGE/7b66bab1-7b09-4f80-83f6-84e2f06dd4e1.default.png)
I’ve added some useful resources to help you better understand the concept of Trial Balance and how debit and credits work together:
Please don’t hesitate to reach back out if you have more questions or concerns about generating your financial statements within the program. I’m always here to assist you. Have a great!