What is the Trial Balance Snapshot?

The Trial Balance Snapshot provides a summary of all Trial Balances in a binder, except those that are in the Conflicts or Trash tab. Through the Snapshot you can view the following:

  • Number of ungrouped accounts.
  • Unclassified groups.
  • Net Income calculation.
  • Trial Balance Diagnostics.

The Trial Balance Snapshot can be accessed in an open binder from the Shortcuts Bar to the left of the Binder Index, or by selecting View > Trial Balance Snapshot.

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