Hello there, herminnie. Allow me to help share some insights about running the Trial Balance report in QuickBooks.
A trial balance is a report that shows the balances of all general ledger accounts for your company. It summarizes the debit and credit balances of every account present on the Chart of Accounts.
Also, the details that show in your report will depend on the date you've chosen. In your case, we can click the Display column by option and choose Months and Total Only. These two options will show the details for each month based on the dates you've filtered.
To run the report follow the steps below:
- Go to Reports in your QuickBooks.
- Click Accountant & Taxes.
- Select Trial Balance from the list.
- Choose the date you want the report for.
- If you want to adjust your trial balance report in any way, click Customize Report.
- Click Run Report.
Also, this article will guide you in customizing the details of your report so you'll have the correct information for your business: Customise Reports In QuickBooks Online.
I'm adding this article if you need help printing, emailing, and exporting different reports in QuickBooks: Run reports in QuickBooks Online.
If you need further assistance or have additional questions about your Trial balance report, add a comment below. I'm always here to help. Have a good day.
