How to Generate a Trial Balance Report

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