Trial Balance Worksheet (Trial Balance CS)

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Worksheet lists the prior-period balance, unadjusted balance, all journal entries, and the adjusted balance for each account. You may also optionally include such information as tickmarks, separate debit / credit columns, zero balance accounts, and workpaper reference.

Open the File > Print Reports dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, (3) choosing Print Reports from the File menu, or (4) pressing the CTRL+P shortcut keys. On the Reports tab in the Print dialog, double-click Trial Balance Worksheet to move this report to the Selected pane. With Trial Balance Worksheet still highlighted, click the Options button to open the print options dialog for this report.

Note: The Trial Balance Worksheet report prints in portrait format until the number of columns selected to print exceeds the page width, and then the report will automatically switch to landscape format.

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Special information

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 unselect 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/Dept Selection tab

(available only when the Chart of Accounts mask includes locations and/or departments)

Font tab

Typeface/Size

Page Layout tab

Page Layout and Page Orientation

See also: Trial Balance CS reports


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