Wednesday, October 24, 2018

Trial Balance Data by account and department

1. Navigate to Reports > Financial > Trial Balance
2. Hit the Customize button.
3. Navigate to the Edit Columns section.
4. On the left pane of financial report builder, add Trial Balance: Department: Name field.
5. On the right pane, move Trial Balance: Department: Name to the left, making it the second column.
6. Check the Group With Previous Column checkbox.
7. Hit Save/Preview

The trial balance will now have Account, Department, Debit/Credit or total fields.

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