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Simple Trial Balance report

How to use the Simple Trial Balance Report in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated this week

You can access and export the Simple Trial Balance report from the Reports tab. You can then customise the view from the report's settings.


Access

To access the Simple Trial Balance report:

  1. In AccountsPrep, click Reports.

  2. On the drop-down, click Simple Trial Balance.



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.


Export

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

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