reports

Can I view the trial balance report with opening and closing balances?

Yes, you can view the report with opening and closing balances if you generate the report for a date range. Here’s how:

  • Go to the Reports module and click Accountant from Report Category.
  • Choose Trial Balance.
  • Click the drop-down next to As of Date and choose Date Range.
  • Click Run Report.
As of Date dropdown
  • Now, click Customize Report Columns.
Customize Report Columns
  • In the Available Columns section, hover over Opening Balance and click the + button next to it.
  • Similarly, click the + icon next to Closing Balance.
Available Columns section
  • Click Run Report.

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