How do I view my client’s trial balance report?

As you know, the trial balance is an important tool to allow you to check for financial error and assist you when producing financial statements. You can now access it quickly in the Accountant Hub in real-time alongside your client’s statements, receipts and bookkeeping records.

To view your client’s trial balance follow these steps: 

1. Sign in to the Accountant Hub
2. Select the client whose report you wish to view
3. Click the ‘Report’ tab at the top of the screen
4. Click the ‘Trial balance’ option
5. Use the dropdown menu under the client’s name to select the time period you wish to view
6. Click ‘Export data’