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Level 1

How to remove Nov and Dec 2019 entries to start books from 1st jan 2020 and manually enter a trial balance for 1st jan 2020?

 
2 Comments
QuickBooks Team

How to remove Nov and Dec 2019 entries to start books from 1st jan 2020 and manually enter a trial balance for 1st jan 2020?

Hi @tricia-bridge,

 

I'll share insight on your query about the trial balance in QuickBooks Online (QBO).

 

The Trial Balance report summarizes the debit and credit balances of each account you have on your Chart of Accounts at a time. With that said, there isn't a need to delete the entries for November and December 2019. You have the option to set a date range when you run the report. 

 

If you'd like to import trial balance into your QBO company, see this article: Import trial balances. It's a detailed step by step guide on how you can upload a trial balance to your QBO company. 

 

Utilize the comments section if you have other questions. I'll take care of them for you. 

Level 15

How to remove Nov and Dec 2019 entries to start books from 1st jan 2020 and manually enter a trial balance for 1st jan 2020?

@tricia-bridge 

You may utilize a deleter tool to remove all data of Nov-Dec 2019. Then prepare the beginning balance of each account in XLS to import it as Journal Entries.

https://transactionpro.grsm.io/qbo