Q: I get an error when uploading my Trial Balance, what do I do?
Trial balances will fail to import for the following reasons:
- Duplicate account numbers
- Amounts that are missing - every cell must have a value
- Breaks in your data
Download the template below.
Q: What TB format do I need to upload the TB?
A Year-To-Date Trial Balance with columns as follows:
1) Account number
2) Account name
3) Each month in a separate column for each month's figures
Download the template below.