The issue we face is the tax year may differ from fiscal year of company. The Trial Balance report does not have an option to run the TB for the "Prior Tax Reporting Year". Currently, I have to manually create a trial balance by running the calendar year and the period of prior fiscal year that rolled into retained earnings, so I can back it out of the BS and manually build a TB for the 12/31 period.

Ideally one would align these reporting years, but many do not and I think this feature is important to have in QBO.

Sidenote - Why isn't reporting a drop down option? Is Other Transactions the correct category for reporting issues?