The Trial Balance feature works for all your clients' books but at this time does not support your own company's books. You can check back here for any updates.

When I try to  update my trial balance


Hello there,,

Let me share some details about the Trial Balance feature in QuickBooks.

The Trial Balance feature that's located under the Accountant Tools was replaced by Prep for taxes. You can still use the feature in preparing for your client's tax returns.

The Trial Balance report and the Adjusted Trial Balance report are not affected by this change so you can still continue to locate these reports in the Reports menu by performing the following steps below:

  1. Go to the Reports menu.
  2. Type in Trial Balance in the Search menu.
  3. Select either to open Trial Balance or Adjusted Trial Balance report.

You can memorize these reports so you can save them with your desired customization settings. You can check out this article for the detailed steps: How to Memorize Reports.

That should do it. If you have other questions about QuickBooks features, please feel free to let me know by adding a comment below. I'm here you.

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IntuitRea , Community Support Specialist
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