Easy Tech TutsHow to View a Trial Balance in QuickBooks Online Easily 2026
By Impran M N
Before closing a period, you need proof that your books balance. This guide shows how to find, run, and export the Trial Balance report in QuickBooks Online so you can confirm every debit matches every credit across your ledger.
01Open the Reports library
Go to the left sidebar and click Reports to open the central reports repository.
02Search for Trial Balance
Use the search bar to type Trial Balance and select the official report from the results.
03Set your report period and method
Adjust the report period calendar and choose either Cash or Accrual accounting method.
04Run and review the report
Click Run Report, then scroll to the bottom to confirm the total debit column matches the total credit column.
05Drill down or export
Click any account balance to see the underlying transactions, or use the Export button to save the report as PDF or Excel.
Frequently asked questions
What does it mean if debits and credits don't match on a trial balance?
It signals an unbalanced entry somewhere in your ledger that needs to be tracked down and corrected before closing the period.
Should I run the report on cash or accrual basis?
It depends on your accounting method; QuickBooks lets you toggle between both so you can review the report from either perspective.
Can I see the transactions behind an account balance?
Yes, clicking a balance number opens a detailed transaction report for that account.
Can I export the trial balance for my accountant?
Yes, use the Export button to save it as a PDF or Excel file for sharing.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
