We Support Trial Balance Formats Across Different Accounting Software
Introduction
Cloudoffis supports multiple trial balance formats for all job types, including manual jobs, based on your accounting software, ensuring accurate data import and processing.
Note- Accountants are required to generate and download the trial balance in accordance with the column format shown in the following screenshots.
- Click here to view the step-by-step guide for uploading a manual trial balance.
Class Super
For users working with Class Super as their accounting software, Cloudoffis supports trial balance imports in the following formats:
Format-1
Format-2
BGL (Simple Fund 360)
For BGL Simple Fund 360 users, Cloudoffis supports direct integration and accepts trial balance files downloaded in the following formats:
SuperMate-
When working with SuperMate, you can download your trial balance using one of the compatible formats mentioned below:
Format-1
Format-2
Format-3
Xero
If your trial balance data is maintained in Xero, Cloudoffis allows you to download it using the supported formats listed below:
Format-1
Format-2
HandiSoft Handiledger
If you’re managing accounts through HandiSoft, the trial balance should be downloaded in one of the formats supported by Cloudoffis as listed below:
MYOB
For funds prepared in MYOB, Cloudoffis recognises the trial balance when it’s downloaded in the following file formats:
Format-1
Format-2
Format-3
Format-4
Others
Format-1
Format-2
Format-3
Note: An Excel-format trial balance can be used across all supported accounting software when uploading to Cloudoffis.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.