In this section, you will print your Trial Balance Summary Report from AccountEdge and verify that total credits equal total debits.
- In AccountEdge, select General Ledger Trial Balance Summary from the Index to Reports and click Customize to set a date range before printing.
- On the Advanced Filters tab, set the date range from the first of the month through the last day of the month.
- Click the Finishing tab and check the box next to “Include Accounts with No Activity,”
- Click Print.
- Verify that the total debits equal total credits.
If they do not balance, verify your company file (Task 1). If they still do not balance, contact AccountEdge Technical Support immediately at kw.us@priority-software.com or (800) 836-1812 for assistance.
Note: Have your serial number ready when calling AccountEdge.