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Export Trial Balance Report (TB001)

Export Trial Balance Report (TB001)

Black Phurich avatar
Written by Black Phurich
Updated over a year ago

There are steps of exporting the trial balance report as follows:

Step 1: Go to Accounts Menu > Trial Balance

Step 2: Press Export button.

There will be a pop-up for specifying the information below.

  • Pre-closing

  • Post-closing

  • Monthly

  • Monthly Summary

- Specify the time period of the trial balance report.

- Click to Show Sub-Account

- There are the lists of sub-accounts as the below image

When pressing 'Export', there will be a pop-up shown Download or Send report to email.

Download: There is a notification on the bell on the upper right corner. Please click the bell in order to download the report into your computer.

Send report to email: There will be a pop-up to specify an e-mail address for receiving the report. After specifying the email, press 'Download' button.

-End of Export Trial Balance Report-

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