Run and understand the Customisable Trial Balance

The Trial Balance gives you a snapshot of your ledger account balances at a set point in time. Use it to check that your debits and credits match, spot any issues early. It also helps you get your figures ready for reporting, forecasting, and year end.

Read what's included in the trial balance report for more information.

1. Go to Reports, then select All reports.
2. Select Trial Balance- Customisable.
3. Change your date range, settings, view, or share the report from here.

Read change report settings to understand how to customise the report further.

• About the Trial Balance