Preparing a Trial Balance

The trial balance lists all your accounts of every type. The current balances in those accounts are displayed in debit and credit columns, with the total of all debits equaling the total of all credits. This report provides a quick opportunity to see the balance of every account as of a particular date without having to open separate reports for income statement accounts and balance sheet accounts.

Select Accountant & Taxes from the Reports menu.

Select Trial Balance from the side menu.

Set the date range for which you want to see your accounts displayed.