cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
habib-hakeem-ae
Level 1

Can someone help me to get the trial bala nce with movement (like the opening balance and activity during the accouting year)?

 
1 Comment 1
LollyNino_C
QuickBooks Team

Can someone help me to get the trial bala nce with movement (like the opening balance and activity during the accouting year)?

Hello there, Habib.

 

Thanks for choosing QuickBooks Online (QBO) as your accounting partner. I'd be delighted to share some information about your financial report.

 

Generating a Trial Balance report in QuickBooks Online provides a comprehensive summary of all accounts and their balances within your company's chart of accounts. This report encompasses various categories such as cash accounts, accounts receivable, accounts payable, revenue, expenses, etc.

 

The trial balance report usually includes clear and concise information about the account's name, balance, and whether it has a debit or credit balance. This information allows for easy understanding and analysis of your company's financial performance.

 

However, if you need information about the Opening and Closing balance, I suggest running a Quick Report on the Chart of Accounts. To do so, you can select the opening and ending balance and export them to an Excel sheet. Once you have both reports, you can merge them to acquire the required information.

 

I'm also adding these articles to help speed up the reporting process in QuickBooks Online:

 

 

If you have any other concerns about managing your report, please don't hesitate to post here again. I'm always available to assist you. Take care and stay safe. Have a great day!