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Understanding the Trial Balance Report

Trial Balance shows the sum of debits and credits for all accounts on a single day, helping you check for discrepancies to make sure your accounts balance.

Steps

  1. Go to Reports, then click View report under Trial Balance (in the Detailed reporting section).
  2. Choose the as-of date and click Update Report.
  3. Review each account's debit and credit totals, and confirm the totals balance to zero.

Related Articles

  • Understanding the Account Balances Report
  • Understanding the General Ledger Report

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