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JessT
Moderator

Parent Bank Account and Sub Accounts - The Balances Do Not Match Explanation and Resolution????

Hi MBsowe,

 

Thank you for reaching out about the Trial Balance report. I'll provide steps so you can share a suggestion.

 

The Trial Balance is not as optimized as the Chart Of Accounts, which shows the list of accounts in a hierarchical fashion. I understand that seeing them that way makes it easier for users to identify the sub-accounts. I encourage you to submit feedback to our product development team so they can make a change in future updates.

 

  1. Click on the Gear icon.
  2. Choose Feedback.
  3. Enter a sentence to describe your suggestion and click Next.

 

On the other hand, you can also do some customizations to filter the data you only need.

 

Let me know if you have more questions about your report. I'm just right here to continue to help.

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