Skip to main content

Simple Trial Balance Report

How to use the Simple Trial Balance Report in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 3 weeks ago

To access the Simple Trial Balance Report:

  1. In AccountsPrep, click Reports.

  2. On the dropdown, click Simple Trial Balance.

The Simple Trial Balance report shows the figures for your selected reporting periods.



Settings

Click Settings:

  • Select Show zero balances to show or hide zero balance accounts

  • Select Show comparative period to view the prior period Trial Balance

Click Preview to see what the changes will look like. Click Save to confirm the changes for the next time you open the report.


Exporting

Click Export to Excel to export the on-screen results to Excel.

Did this answer your question?