Viewing Your Account Trial Balances

You can view today’s balances in each of your accounts on the Accounting Overview page, the first option under the main Accounting menu.

You can also view your full list of accounts underReports > Accounting > Financial Reports > Account Trial Balances.

By default, the balance as of today’s date will display at bottom of the report for the date range selected. You can select a different date if needed. Enter the date and click “Run Report.”

Your Accounting Basis viewing options will depend on your current accounting basis set up, which accounts you want to view, and how you want the money to be displayed. You also can use the toggle to view the Account Trial Balances as credit/debits or balance. The toggle option will default to your preference based on what you have selected on other pages with the debit/credit toggle.

要查看试算平衡表上的对比数据，点击报表顶部的“对比报告”链接。您可以比较前一时期、前一年或自定义日期的数据。选择你想要的日期范围后，点击“比较”按钮。

Accounting Drill-down Reporting:告别不得不从一个页面跳转到另一个页面查看您的交易细节。无需离开页面，即可轻松地在报表中直接下钻以查看详细信息。单击报告上的每个条目，在页面的右侧打开一个面板。面板显示构成总余额的每笔交易的详细信息。点击“转到完整报告”，转到具有相同过滤器的总账报告。

If you need to manually change the balance in an asset account, you canenter a deposit or withdrawal.

For more information about Account Trial Balances, check out our help article,Can a Trial Balance Save Your Business?