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How do I compare previous periods in the Trial Balance report?

To compare previous periods in the Trial Balance report:

  • Go to the Reports module in the left sidebar and click Trial Balance under Accountant folder.
  • Click the Customize icon in the top right section of the page, and in the Customize Report page, click the General tab.
  • Here, go to the Date Range tab and click the Compare With dropdown.
  • Select Previous Period(s) and enter the Number of Period(s).
  • Once done, click Run Report.

The comparison of Trial Balance report for the selected period will be displayed.

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