Trial Balance

A Trial Balance is a crucial accounting report that lists the balances of all general ledger accounts at a specific point in time. This report is used to ensure that the total debits equal the total credits in a company's bookkeeping system, providing a preliminary check for any accounting discrepancies.

How to check Trial Balance Report.

1. Go to the Reports menu and click on Trial Balance.
2. The Trial Balance Dashboard will open. You can check a specific month's data by selecting the date range located at the top right of the dashboard.