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ModulesAccountingReportsTrial Balance

The Trial Balance lists every leaf account with its total debits and credits. When books are correct, the two grand totals match.

Open Accounting → Reports → Trial Balance.

What you see

  • Account code and name
  • Debit total
  • Credit total
  • Balanced or Out of balance indicator for the report as a whole

Only leaf accounts with activity appear. Group accounts roll up in other reports.

When to use it

  • Month-end check that GL is balanced
  • Quick scan of account activity before detailed review
  • Confirm submissions posted correctly after a busy invoicing day

If out of balance

An out-of-balance trial balance usually means:

  • A submit failed partway (rare - contact support)
  • Manual data issue outside Columbus

Use GL Entries to investigate specific accounts.

Last updated on
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