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Trial balance

Who it’s for: Everyone — every role can read reports (it’s the one your accountant will want) Where: Reports → Trial balance Before you start: Nothing.

Steps

Section titled “Steps”

  1. Open Reports → Trial balance. It opens as of today. The line at the top says the date and when the income and expense figures start — the first day of your fiscal year.

    Trial balance as of today, income and expense accounts from the start of the year: each account in a Debit or Credit column, and matching totals

  2. Change As of to see another date — for example, the last day of a month you’re closing, or of last year.

  3. Click any account to open its register.

You’ll know it worked when…

Section titled “You’ll know it worked when…”

The Total row’s debit and credit columns are the same amount.

Notes & limits

Section titled “Notes & limits”
  • Balance-sheet accounts show their balance since the beginning. Income and expense accounts show only the current fiscal year; earlier years’ profit is part of Retained Earnings.
  • Accounts with a zero balance aren’t listed.