Trial Balance reports are now available in the Qvinci Gallery and can be included in Report Packages. Like most JumpStart templates, Trial Balance templates can be customized using the Column Chooser. Due to the nature of Trial Balance reports, there are less customization options as compared to Profit & Loss or Balance Sheet reports.
NOTES ON TRIAL BALANCE TEMPLATES
- Trial Balance reports cannot be run using the Standard Chart of Accounts; they will only show your native chart of accounts, exactly as they appear in your accounting software.
- Trial Balance reports are ran as of a moment in time, so there are no "Trending" or "by Month" options for these types of templates.
- Trial Balance reports can still run by Entity.
- Trial Balance template customization is limited to the Frequency and Date Range sections, as shown below.