How to Generate a Trial Balance Report
- 10 steps |
- 48 seconds
1
Navigate to Brokerage Engine.
2
Click "Accounting"
3
Click "Reports"
4
Click "Accountant Reporting"
5
Click "Trial Balance"
6
Select a date frame from the dropdown menu.
7
Or set a date range by selecting a "From" and "To" dates by clicking on the small calendar icons.
8
Click "Generate" to populate the report.
9
Click the arrow to display the "Export to Excel" option.
10
Click "Export to Excel", if desired.
