---
title: Inserting a Trial Balance
description: Inserting Trial Balance as a note or common tool
---

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# Inserting a Trial Balance

## You can insert Trial Balance information into Notes, Reports and Documents

Trial Balances can also be added into templates to be used consistently. Look at this [guide to learn how to create a template.](https://crm.streamworkstech.com/en/engagements/create-and-manage-templates?hsLang=en)

### Reports

1. Navigate to the Financial Statement section of the Engagement.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-05-57-39-4559-PM.png?width=670&height=542&name=image-png-Jul-28-2026-05-57-39-4559-PM.png)
2. Select Reports from the contents sections.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-01-16-8934-PM.png?width=670&height=644&name=image-png-Jul-28-2026-06-01-16-8934-PM.png)
3. In the edit space, click the 'Pen' icon.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-01-59-3621-PM.png?width=670&height=297&name=image-png-Jul-28-2026-06-01-59-3621-PM.png)
4. Click the 'Insert TB' button.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-02-47-4283-PM.png?width=1603&height=816&name=image-png-Jul-28-2026-06-02-47-4283-PM.png)
5. Select the Trial Balance Account you want to highlight and click 'Next'.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-03-28-6342-PM.png?width=1226&height=605&name=image-png-Jul-28-2026-06-03-28-6342-PM.png)
6. Review and Format the information you are inputting.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-04-07-0414-PM.png?width=1211&height=714&name=image-png-Jul-28-2026-06-04-07-0414-PM.png)
7. The Account will appear in the Report.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-04-46-9500-PM.png?width=1381&height=732&name=image-png-Jul-28-2026-06-04-46-9500-PM.png)

### Notes

1. Navigate to the Financial Statement section of the Engagement.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-05-57-39-4559-PM.png?width=670&height=542&name=image-png-Jul-28-2026-05-57-39-4559-PM.png)
2. Select Notes from the contents sections.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-05-33-7398-PM.png?width=944&height=784&name=image-png-Jul-28-2026-06-05-33-7398-PM.png)
3. In the edit space, click the 'Pen' icon.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-21-11-7654-PM.png?width=1910&height=683&name=image-png-Jul-28-2026-06-21-11-7654-PM.png)
4. Click the 'Insert TB' button.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-45-32-9404-PM.png?width=1901&height=876&name=image-png-Jul-28-2026-06-45-32-9404-PM.png)
5. Select the Trial Balance Account you want to highlight and click 'Next'.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-03-28-6342-PM.png?width=670&height=331&name=image-png-Jul-28-2026-06-03-28-6342-PM.png)
6. Review and Format the information you are inputting.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-04-07-0414-PM.png?width=670&height=395&name=image-png-Jul-28-2026-06-04-07-0414-PM.png)
7. The Account will appear in the Note.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-46-04-4285-PM.png?width=1612&height=857&name=image-png-Jul-28-2026-06-46-04-4285-PM.png)

### Documents

1. Select the Document you want to insert the trial balance.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-07-54-49-2473-PM.png?width=1150&height=878&name=image-png-Jul-28-2026-07-54-49-2473-PM.png)
2. Click the pen icon to being editing.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-07-56-03-9832-PM.png?width=1849&height=766&name=image-png-Jul-28-2026-07-56-03-9832-PM.png)
3. Click the 'Insert TB' button.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-07-56-35-6864-PM.png?width=1849&height=656&name=image-png-Jul-28-2026-07-56-35-6864-PM.png)
4. Select the Trial Balance Account you want to highlight and click 'Next'.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-03-28-6342-PM.png?width=670&height=331&name=image-png-Jul-28-2026-06-03-28-6342-PM.png)
5. Review and Format the information you are inputting.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-06-04-07-0414-PM.png?width=670&height=395&name=image-png-Jul-28-2026-06-04-07-0414-PM.png)
6. The Trial Balance will appear in the working area.![](https://crm.streamworkstech.com/hs-fs/hubfs/image-png-Jul-28-2026-07-57-12-8029-PM.png?width=1896&height=888&name=image-png-Jul-28-2026-07-57-12-8029-PM.png)

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