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mdaoud-psys-sa
Level 1

Hello, Do you can Add trail balance report Including opening balance and Transaction Debit , credit and Closing balance

 
1 Comment 1
JonpriL
Moderator

Hello, Do you can Add trail balance report Including opening balance and Transaction Debit , credit and Closing balance

Hello @mdaoud-psys-sa,

 

A trial balance report can show you the debits and credits of each account in every reporting period, modifying it to show the opening and ending balance of an account is unavailable.

 

With this, you'll want to consider pulling up the Transaction Detail view of each account to review the opening and ending balance. You can do so by clicking the amount of each account in your trial balance report.

 

Additionally, here's an article that'll provide a few ideas and steps in customising your financial reports: Customise reports in QuickBooks Online.

 

You can also visit and read through the steps outlined in this article so you can save a report after changing its columns and filters: Memorise reports in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know int he comments. Stay safe always!