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Trail balance from date X to date y

KirseyKirsey Member Posts: 4

Hi there
Can anyone help me how I can pull a Trial Balance report from 1 March 2019 to 18 August 2019, for examples. Wave does not seem to give the option of a starting and finishing date?

in Accounting Technical Support

Comments

  • JamieDJamieD Administrator Posts: 1,156 admin

    Hey @Kirsey. Although the Trial Balance report doesn't have a specific date range filter (you can only select the end date of the Trial Balance report), you can technically find the balance totals by going to Reports > Account Transaction report. From there, you can either filter specifically for accounts, or take a look at all of your accounts in Wave to see what the balance total is.

  • KirseyKirsey Member Posts: 4

    Thanks so much, Jamie

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