You can view the Trial balance for up to twelve consecutive months or years at a time. The months or years shown are controlled by the System Date Picker. Changing this date will immediately update the trial balance report. For example if you select 12/31/18 in the System Date Picker, the months shown will be Dec 18, Nov 18, and Sep 18 if you have the Type selected as Monthly and #Months as 3:



Furthermore, if you have multiple Locations you can also influence the data shown by selected a different location from our Location Picker in the upper left of your screen:

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