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How to Generate a Trial Balance Report
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1
Navigate to Brokerage Engine.
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Click "Accounting"
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Click "Reports"
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Click "Accountant Reporting"
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Click "Trial Balance"
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Select a date frame from the dropdown menu.
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Or set a date range by selecting a "From" and "To" dates by clicking on the small calendar icons.
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Click "Generate" to populate the report.
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Click the arrow to display the "Export to Excel" option.
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Click "Export to Excel", if desired.
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