Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Welcome to the Community. I can share some clarification about the Trial Balance report in QuickBooks Online.
Currently, the option or ability to customize the columns of the report and show the opening balance is unavailable. For now, you can only view the beginning balance of each account by clicking the amounts under the Debit and Credit column.
To download the report, you can use the Export feature. This way, you'll be able to get a copy of the data to Excel and customize it further based on your needs (see screenshot below).
Though, it would be beneficial to run the report with opening balance in the Online version, too. Our engineers might be working to bring this feature over to this platform in the future. You can check our QuickBooks Resources for product updates.
I've also attached an article you can use to upload trial balances, as well as how to allocate Accounts Payable and Accounts Receivable balances in QuickBooks: Import trial balances.
Please let me know if you need anything else related to running reports. The Community and I will be here to help you.
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