Trial Balance - Report
The QuickBooks Trial Balance is a financial report that summarizes the balances of all general ledger accounts at a specific point in time. It ensures the equality of debits and credits, providing a fundamental overview of a company's financial standing.
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Sample Data
Open in new tab -Data headers
| Header | Description |
|---|---|
| Accounts | Name of the related account |
| Accounts Id | Quickbooks Id of the related account |
| Total for month | Total account balance for a specific month |
| Total | Total account balance |
Filtration options
This job can restrict the data that is visible in spreadsheets. Use the following parameters to restrict the data.
| Parameter | Options |
|---|---|
| start_date | Select transactions with billing date on or after start_date. Format - YYYY-MM-DD |
| end_date | Select transactions with billing date on or before end_date. Format - YYYY-MM-DD |
Others
Similar jobs
Similar sort of data can be achieved by using get accounting transaction job and filtering it by invoice type.
Reports that use this job
Here are some of the report templates that use this job: -->