Trial Balance report
Trial Balance report
This report displays the total debits and credits for each selected account for the last completed month and for the year to date.
Report details
Filters
Advanced:
Selected Period
Fiscal Year: Next Year/This Year/This Year
Sorted by
Account
Subtotals / Totals
Totals: Total Debit, Total Credit
Finishing Choices
Include 0.00 Balances
Rounding
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click an account to open the Edit Accounts window.
When Fiscal Year is set to ‘This Year’ or ‘Next Year’, click Debit, Credit, YTD Debit or YTD Credit to open the Find Transactions window.
When Fiscal Year is set to ‘Last Year’, click Debit, Credit, YTD Debit or YTD Credit to open the History view of the Edit Accounts window.
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