Navigating to the Working Trial Balance Screen (Desktop)

What it is: The steps to open the Working Trial Balance screen within an open client file in Draftworx Desktop.

What it's for

The Working Trial Balance screen is the starting point for all financial data work in Draftworx Desktop. From here you import the client's trial balance, link accounts, create journals, and access the cashbook. Knowing how to navigate here quickly is the first step in any new engagement.

How to do it

Opening the Working Trial Balance

1. Open the relevant client file in Draftworx Desktop.
2. Select Financial Data from the main navigation menu.
3. Select Working Trial Balance.
4. The Working Trial Balance screen opens, showing the import options (Spreadsheet, Sage, Direct Import, etc.) and any existing account data.

Related concepts

• Trial Balance

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-navigating-to-the-working-trial-balance-screen-dx009

Walkthrough

• Scribe guide: https://scribehow.com/viewer/Draftworx_Desktop_Navigating_to_the_Working_Trial_Balance_Screen__DX009__GTqfIz-VRhenGlfSXGOXhA