How do I view the Trial Balance in Aicountly Smart Books and switch between its views?
How do I view the Trial Balance in Aicountly Smart Books and switch between its views?
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Aicountly Smart Books Guide
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Open Reports and choose Trial Balance. Set the date range, and use the search box to find a particular account or group.
The report has three views you can switch between at the top: Opening Balance, Group + Parent Wise and Account Wise. In the grouped view you can drill down through the groups, and an account row opens its Account Ledger.
If the debit and credit totals do not agree, Smart Books shows a notice that the trial balance is out of balance, with a hint to check your financial-year opening balances. You can export the report to Excel or PDF, or print it.
Aicountly Smart Books Guide · 2h ago
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