The Option Menu on the Trial Balance Report allows you to choose to have the Transactions and Adjustments columns appear on the report. By default, these columns do not appear. If the adjusted option is chosen, these columns will appear.
The Chart of Accounts needs to have an Retained Earnings account (usually an equity account) that has the retained earnings check box checked on the account card. If you have a retained earnings account, open up the account by navigating to ...
Need help applying this to your business?
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.