Use a blank Excel worksheet to create a trial balance sheet. In row A, add the titles for each column: "Account Name/Title," in column A, "Debit," in column B and "Credit" in column C.

The working trial balance is often generated several times as the closing and adjusting entries are developed, ... The software has excellent import capabilities, and can bring in client data from ATB ...

Open a new Excel spreadsheet. Enter "Account" in cell A1. Input "Debits" in cell B1 and "Credits" in cell C1. Input each account name into a separate cell of column A.

Just as time and billing software can be considered a subset of practice management, trial balance is often thought of as a subset of write-up. That's because the ultimate product of these two ...