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Trial Balance

View the trial balance of your business in an pdf or an interactive grid

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Go to reporting 

  2. Click on trial balance under general ledger financials 

  3. Select your date range 

  4. Select invoice selection 

  5. Click view report

  6. This will open a table underneath showing dr and cr amounts for the period and YTD 

  7. Hover over an account code to show the gear

  8. Click on view GL detail to open a modal of the GL account. 

  9. You can drill down even further by clicking on view journal details located under the gear for a specific line item

PDF version 

  1. Go to reporting 

  2. Click on trial balance (PDF) under general ledger financials 

  3. Select your date range 

  4. Select invoice selection 

  5. Click view report

  6. This will open a PDF of your trial balance

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