Yes, you can change the trial balance between cash and accrual accounting methods in a workpaper.
To do this:
Go to the Settings tab within the workpaper.
Navigate to the Details tab.
Scroll down to the Trial Balance - Accounting Basis section.
Select your desired accounting method (cash or accrual).
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.