Add an account to a trial balance
Follow these steps to manually add an account to a trial balance.
note
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 theTrial Balancetab.
- SelectAccount, then selectAdd.
- In the Account Properties panel, enter the account number and a description.
- Account numbers can have up to 65 characters.
- Account descriptions can have up to 120 characters, including spaces.
- Optional: Assign an account grouping code, or a code and subcode.We recommend that you select the Account Classification account grouping and assign a code, or a code and subcode, to ensure that an account type is assigned to the account for net income calculation purposes.
- Optional: If you selected a tax vendor and entity for the engagement, you can assign a tax code and tax subcode.
- SelectSave and Add Moreif you want to add another account, or selectSave and Closeif you're finished.
