Trial Balance*

Written by Dana Kinsey

Last published at: August 27th, 2020

This financial report will show you the total amounts by account. You can view the debits and credits that make up the totals.

  • Go to Financials
  • Select Trial Balance from the left side of the screen
  • Select the date (don't worry you can edit this at any time)

The system will generate a report with the balance for the date you choose for all the line items in your Chart of Accounts. 

It will show the account number, the account name and the ending debits, credits and the totals. Often this report is printed out, to do so, simply, choose Print or Print page from the menu on the left to get a printout of the financial report.