Trial Balance

Modified on Tue, 11 May, 2021 at 3:08 PM

What is the purpose of Trial balance?

The spreadsheet allows you to check whether the amount of debit and credit of all transaction entries in the journal is incorrect. This report is mainly used to ensure that all transaction records of the company are correct. If the total debit of the report is inconsistent with the total credit amount, it means that there is a problem with your transaction record and you need to check whether all transaction records correctly.

To use it, just follow the steps below:

  1. Click “Accounting” > “Trial Balance”。

  1. Set the specific date and period you want to view and click "Search".

  1. The reports will be displayed by setting the specific period. If the total amount of the debit and credit is the same, it means that there is no problem with your transaction entry input.

  1. In addition, the company can export or print this report, by clicking  "Action", There will be 3 options: Export (CSV), Export (Excel) and Print.

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