The trial balance report is only available on the web version of Wave.
View your trial balance report
Understand the trial balance report
View your trial balance report
- On the left-side menu, click Reports.
- In the Detailed Reporting section, click Trial Balance.
- Select the date and report type.
- Click Update Report.
Learn how to Export a report.
Understand your trial balance report
The trial balance report displays the total credits and debits for all of your account balances on a specific date. This report helps you find errors in account balances and ensure your books are balanced.
Accounts with a balance of zero will not appear on your report.
Use your trial balance report to:
- Review account balances as of a specific date
- Verify that the total debits of all accounts equal the total credits of all accounts
- Find discrepancies or errors in your ledger
- Confirm account balances for reconciliation
To see an account's transactions, click the account name. This opens your account transactions report.