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July 12, 2025
Question

how i can get trial balance for movements between two dates?

  • July 12, 2025
  • 1 reply
  • 1 view
the standard trial balance give me the total of all movements till the end date of trial balance required. i want only of a specific period

1 reply

QuickBooks Team
July 12, 2025

You can do it by customizing the date range of the trial report period, Awad.

 

Here's how:

 

  1. Login to your QuickBooks Online account.
  2. From the left panel, click the Report menu.
  3. Look for the trial balance in the "Type report name here" dropdown.
  4. Choose Customize in the Report Period dropdown to select the specific date needed. (Please note that this applies to both new and old version interfaces).

 

For additional reference, you can click the Save customization button to save your preferred report customization and access the same information whenever you need it. It will help streamline your reporting process.

 

Please leave us a response if you have other questions or concerns.