Standard trial balance

The trial balance is the fundamental starting point for sets of accounts. Use this view to see the balance of each nominal account. Only nominal accounts with a balance are shown in this view.

To view the trial balance click Trial Balance.

If you haven’t yet entered any balances, you’ll be prompted to enter an initial trial balance or to enter the comparative trial balance.

From the trial balance, you can:

  • Create a journal.
  • See the detail of a balance. To do this, simply click the relevant row.
  • Edit the initial trial balance.
  • If your client is a Sage Accounting customer, you can populate a trial balance from Sage Accounting.
  • Edit the comparative trial balance.
  • Export the trial balance to a PDF or CSV file. To do this, choose the relevant option from the Create Journal drop-down menu.

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