This article applies to:

Filter and sort trial balance data

On the Trial Balance
tab, select the Filter
button on a column.

Choose your filter options, such as: Is
, Contains
, Is blank
, Equals
, and Greater than
.

Enter any further filter criteria if required.

Select OK
.

To sort data, select the Sort
icon on the column you want to sort, and choose ascending or descending.

note

The following are examples of ways you could use Filter and Sort on the Trial Balance
tab:

Filter the Amount
column to make it easier to look for preliminary analytics.

Filter the Description
column to find accounts that contain a word in the description, such as

Supplies

, so that you can apply tax subcodes.

Sort the Amount
column to make it easier to look for materiality.

Sort the Description
column to find all accounts that begin with a word, such as

Wages

.