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May 2, 2024
Question

Printing trial balance for year end 2021 & 2022

  • May 2, 2024
  • 1 reply
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1 reply

May 2, 2024

Thanks for reaching out to the Community, CFPW.
 

You can run Trial Balance reports from your Reports screen. After generating them, they can be printed.
 

Here's how:
 

  1. In the left navigation bar, go to Reports.
  2. Search for "Trial Balance".
  3. Click Trial Balance from your drop-down list.
  4. Specify a Report period. For some dates, you may need to use a Custom date range.
  5. Customize any other necessary things on the report.
  6. Hit Run report.
  7. Use your Print icon.
  8. Select Print.

 

I've also included a couple detailed resources about working with reports which may come in handy moving forward:
 

 

If there's any questions, I'm just a post away. Have a wonderful Thursday!