Period-end tasks

Reviewing and printing your trial balance

Reviewing a trial balance report - also known to accountants as a general ledger - regularly is an optional month-end task, but it can make your job easier in the future. If you regularly review your trial balance, you'll spot incorrectly recorded amounts quickly and will be able to fix them without much effort. If you decide to skip this procedure, however, and an error appears, you may find yourself sifting through several months' worth of transactions trying to find the one that's incorrect.

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