Pull a Trial Balance Detail for a Prior Year

To open a Trial Balance Detail report (or other reports) for a prior fiscal year in AccountEdge, you’ll need to locate your prior year’s company file. You can typically do this by going to the accounts tab of AccountEdge Pro, clicking on the Company Data Auditor button, and clicking the link for File Location.

Once you locate the file, open it in AccountEdge, go to Reports, and print your desired reports.

Always remember to close out of the prior year file as soon as you are done running the reports you need.

Also, ensure that you are not making entries in the company file. Entries should not be allowed if year-end instructions were followed when creating your current company file. You can be sure by going to preferences > security > lock period.

See also

• Lock the Month (AccountEdge)
• Lock the Month (Lonewolf)