FY Trial Balance Report

Renata Wijnschenk
Renata Wijnschenk Member Posts: 1

How or where in Reckon Hosted can I generate a Trial Balance report displaying each month for this FY?


  • Kris_Williams
    Kris_Williams Member Posts: 3,199 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    A Trial Balance is usually at a particular date, I don’t think you can do what you want. All I can think of is to print out each month and enter into a spreadsheet. Or export to a spreadsheet one month at a time

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,148 Personal Range Expert Personal Range Expert

    There how many other reports that may give you the same information

    Gerry 0418907140 

    [email protected]

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,176 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @Renata Wijnschenk

    You can generate & Modify ... the Balance Sheet report to Display columns by Month 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]


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