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Can I change the trial balance between cash and accrual?

Marco Fiumara avatar
Written by Marco Fiumara
Updated over 10 months ago

Yes, you can change the trial balance between cash and accrual accounting methods in a workpaper.

To do this:

  1. Go to the Settings tab within the workpaper.

  2. Navigate to the Details tab.

  3. Scroll down to the Trial Balance - Accounting Basis section.

  4. Select your desired accounting method (cash or accrual).

  5. Click Save.

⚠️ Warning: After changing the accounting method, you must update or re-upload the trial balance:

  • If connected to a ledger system (e.g., Xero), click the Update button to refresh the trial balance.

  • If using a manual upload, re-upload the updated trial balance as a CSV file.

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