Navigation: Accounts Production > Select Client > Tasks > Trial Balance >

Click here to add journals to a trial balance



Help/Guide: 


Please click here to find out how to create a Trial Balance


Please click edit under action dropdown and a TB created from CSV, Xero, Quickbooks or Manually


If you have imported from Bookkeeping please add the journal into bookkeeping then regenerate the TB



It will then take you to this screen


Please click + Add New Journal



It will take you to this screen to add a manual journal


Once you click Save 


the TB homepage will look like this