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Level 1

Working Trial Balance

I wanna to have the working Trial balance in our reports list
4 Comments 4
QuickBooks Team

Working Trial Balance

Glad to see you, @jesscy99.


You can create a Trial Balance report in QuickBooks Online easily. I'll show you the steps on how to do that.

  1. In your QuickBooks Online Account go to the Hamburger icon and select Reports.
  2. Enter "Trial Balance" on the search box. Here's how it looks like.

    trial balance 1.jpg

  3. If you want to have little modifications, you can click on the Customize button.
  4. Click Run Report

trial balance 2.jpg


To know more about customizing your report, you can check out this article and video tutorial: Customize reports in QuickBooks Online and How to Customize Reports: Basics, Sorting & Date Ranges.


Count me in if you need anything else. I'll be here to help. Stay safe always.

Level 1

Working Trial Balance

This is not Working Trial Balance.

This is Trial Balance with ending balance only.

Working Trial Balance is including beginning, debit, credit, and ending balance for each account, which is standard around the world but not available in QuickBooks!!!


Working Trial Balance

Hi cleanlife,


Having a Working Trial Balance report is a greater way to check for errors in financial statements. However, what's available in QBO the one with closing balances only. You may want to look for third-party apps that can generate this report.


If you have other questions, please don't hesitate to go back to this thread.

Level 1

Working Trial Balance

We tried to find but still we cannot. Please help if you know any.