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Using the QuickBooks Online Accountant Workpapers Trial balance view

SOLVEDby QuickBooks2Updated January 22, 2024

We have introduced a Trial Balance View to QBOA Workpapers. Now you can view beginning and ending balances for accounts, as well as any year over year changes.

Under the Review and Adjust tab you can toggle to and from a Trial Balance View to see debits, credits, percentage changes and amount changes to the accounts year over year.

Trial balance toggle view: Off (default)


Trial balance toggle view: On


Click the gear icon to reorganize your workspace and customize the information shown in this view:


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