Open the trial balance history
The trial balance history provides information about the trial balance, including the date and time a user performed a specific action in the trial balance.
- In AdvanceFlow, open the engagement with the trial balance history you want to open.
- Select theTrial Balancetab, thenView.
- Select
Historyto open the Trial Balance History Data panel. - SelectCancelwhen you're finished to close the panel.
Related Content
-
Map account groupings and tax codes for your firm
Format:
Article
-
Prepare to import data from QuickBooks to AdvanceFlow
Format:
Article