QuickBooksHelpIntuitUsing the QuickBooks Online Accountant Workpapers Trial balance view
by Intuit• Updated 9 months ago
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:
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- We've updated your view of Workpapersby QuickBooks•4•Updated January 19, 2024
- Introducing Workpapersby QuickBooks•5•Updated January 29, 2024
- Use Workpapers to map and export your clients’ tax infoby QuickBooks•21•Updated December 01, 2023
- How to use GIFI Import in Pro Taxby QuickBooks•8•Updated 3 weeks ago