Browse topics Get started with Trial Balance Show expandable text Hide expandable text Initial setup Update your firm information Set up permission groups Add or update client information Set up project templates Add a project Set up periods Client Center Customize the appearance of Client Center Configure email notifications Give clients access to Client Center Request documents Trial Balance Verify tax year, period frequencies, and fiscal years Set up Tickmarks Manage trial balance views Manage columns Add/Edit accounts Add/Edit comments Add Tickmarks Add WP reference Import from a spreadsheet Add adjustments Add WP reference to adjustments Set up and assign grouping codes Run reports Year End Close Related Trial Balance overview
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