This article applies to:

Add an account to a trial balance in Engagement Manager

tip

If you need to add multiple accounts to a trial balance, you can import trial balance data from a spreadsheet.

Open the engagement you want to work with and select the Trial Balance
tab.

Select Account
, then select Add
.

In the

Account Properties

panel, enter the account number and a description.

note

Account numbers can have up to 65 characters.

Account descriptions can have up to 120 characters, including spaces.

Select Save and Add More
if you want to add another account, or select Save and Close
if you're finished.