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Running a Trial Balance Report

Generate a Trial Balance report to view a summary of all account debits and credits for a given period, helping you verify that your books are balanced.

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Prerequisites

  • At least one accounting transaction has been posted in the system
  • You have access to the Reports module in Accounting
1

Navigate to the Trial Balance report

Go to Accounting > Reports > Trial Balance using the main navigation menu.
2

Run the report

Click the Run Report button to generate the Trial Balance data. The page will load your accounting data and display the results.
3

Review the report results

Once the report has loaded, verify that the results include Debit and Credit columns populated with your account balances.
If the Run Report button is not visible, the report may have already been generated automatically when the page loaded. Check the table below for Debit and Credit data.
If no data appears after running the report, confirm that journal entries or transactions have been posted within your selected date range. Posted transactions are required for the Trial Balance to populate.