How do I prepare a trial balance?

A trial balance lists the credit or debit balance of each account in a company’s general ledger. It’s helpful in finding possible mistakes in the accounting process. ZipBooks makes it easy for you to prepare a trial balance.

Here’s how:

1. Log in to ZipBooks and click on Reports.

2. Under Accounting and Tax, select Trial Balance. 

3. Choose the starting and ending Dates and add any Tags if you’d like to filter the report further.

4. If desired, click Export. 

All done! The Debit totals should be equal to the Credit totals at the bottom of your report.