Trial Balance Report

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Trial Balance Report contains balance information from the Chart of Accounts but does not include any transaction detail information. You can print summary or detailed reports for any range of dates, including current and prior years. You may also optionally include Balance and/or Budget information, combining account information, separate debit/credit columns, zero balance accounts, and period end dates for headings.

/_images/acct_pr/csa/prnrpt.gif Open the File > Print dialog using any of the following methods.

On the Reports tab in the Print dialog, double-click Trial Balance Report to move this report to the Selected pane. With Trial Balance Report still highlighted, click the Options button to open the print options dialog for this report.

See also: Write-Up CS reports

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Print options

Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).

General tab

Loc/Dep Selection tab

Font tab


Page Layout tab

Page Layout and Options

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