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If you receive a client's ending account balances each period and do not want to manually calculate the net change for each account, you can use the Actions > Enter Trial Balance screen to enter those ending balances in the Trial Balance grid.
- Choose Actions > Enter Trial Balance and select the Default view, or if necessary set up a new view for your client that includes an Amount column with the following definitions.
Amount type Period Year Unadjusted [CY] Current YTD C Current Year - Enter the ending balances in the Amount column for the current posting period. The application will automatically calculate the net change and post that to the current period.
Note: As an alternative, you could choose to import a client's ending balances from a spreadsheet using the Chart of Accounts spreadsheet import.
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