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Add adjustments to a trial balance

Manage adjustments in a financial audit

Overview

You can add adjustments to a trial balance sheet using the Adjustments menu.

Add an adjustment

To add an adjustment:

  1. Open the Adjustments menu and click New.
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  2. To add a row, select an account from the "Accounts" dropdown on an empty row. For each account, input a:

    • Description of the adjustment (optional)

    • Debit or credit amount
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  3. Click Post Adjustment.

Adjustments can only be added to a trial balance sheet. The Adjustments menu is not available on other types of sheets.

Edit an adjustment

You can view all adjustments in the Adjustments menu. Click on an adjustment to view more details. From here, you can edit or delete the adjustment.

To edit an adjustment, make any desired changes and click Post Adjustment to save.

Delete an adjustment

To delete an existing adjustment:

  1. Open the Adjustments menu and click on the adjustment.

  2. Click Delete.
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