Pro Trial Balance Job Aids

Trial Balance Job Aids

Exporting Balance Sheet

1. Under Main Menu, Click Reports
   
2. Under Reports Menu, Go to Financial statements then click Trial Balance
   
   • The user can also click the Search bar then look for Trial Balance
     
3. Click the CSV button to Extract the report into CSV Excel File
   • The user has an option to filter the record by changing the year, Filtering the date range or click ick the Balance Sheet Report Tab(Monthly, Quarterly, Yearly)