# Review the trial balance

Compare debit and credit account balances through a selected date.

Canonical: https://demo.qixcount.com/help/reports/trial-balance

Who can do this: Owners, or people with *View financial reports*

Where: Reports, then Trial balance

The General trial balance lists accounts with posted debit or credit activity through a selected date, including inactive accounts. Nonprofit keeps its active-account selection. Debits and credits are the two sides of an accounting entry. This report shows each account's remaining balance on one side.

## Generate the report

1. In General, open **Reports**. In Nonprofit, use **Other reports** under **Nonprofit**, **Reports**, or the shared **Reports** group when shown.
2. Select **Trial balance**.
3. Enter **As of Date**.
4. Select **Generate**.

The default date is today. The report includes posted entries through the selected date, including closing entries. An account with activity can remain listed even when its net balance is zero.

![Trial balance date controls, debit and credit totals, and account rows](https://demo.qixcount.com/images/help/reports-trial-balance.webp)

## Check the balances

| Label | Meaning |
| --- | --- |
| **Total Debits** | Total of the account balances on the debit side. |
| **Total Credits** | Total of the account balances on the credit side. |
| **Difference** | Absolute difference between those totals. |
| **Accounts** | Number of included accounts. |
| **Balanced** | Debit and credit totals are equal to the cent. |
| **Out of Balance** | Debit and credit totals differ. |

Select **Summary by Type** to expand totals for assets, liabilities, equity, revenue and expenses. A balanced report confirms equal totals for the accounts included; it does not verify that each entry uses the correct account.

If you see **No Data Available**, there is no included posted activity through the selected date. Changing the date does not post draft entries.

## Compare dates

**Compare With** offers **Previous Month** and **Previous Year**. Each account row then shows its earlier debit and credit and the change, and the totals row shows the earlier totals. General rows include inactive accounts with posted activity as well as active ones, even when their net balance is zero.

## What happens next

Select **Analyze** for Qix's explanation of the generated trial balance. Use the [general ledger](https://demo.qixcount.com/help/reports/general-ledger) to inspect one account's entries, or [export the report](https://demo.qixcount.com/help/reports/export-and-print-reports).

## Good to know

You need **View financial reports** permission, or owner access.