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Can I add a trial balance to a workpaper that’s already been created?
Can I add a trial balance to a workpaper that’s already been created?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

Yes, you can add a trial balance to an existing workpaper.

The Trial Balance page will be available regardless of whether a trial balance has been added. At the top of this page, you’ll see two options for adding or updating the trial balance:

  1. Update - Use this option to manually upload a trial balance in CSV format. Ensure your CSV meets the required format by referring to this article.

  2. Switch to Xero - If the entity is linked to a Xero file, this option will appear. Clicking it will pull the trial balance directly from Xero.

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