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.
- Log in to ZipBooks and click on Reports.
- Under Accounting and Tax, select Trial Balance.
- Choose the starting and ending Dates and add any Tags if you’d like to filter the report further.
- If desired, click Export.
All done! The Debit totals should be equal to the Credit totals at the bottom of your report.