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BalansixYear end

What should I do if the trial balance does not balance?

Troubleshoot an unbalanced Balansix trial balance by checking opening balances, journals, control accounts and incomplete posting workflows.

Year end
Short answerWhat to checkWhy it happensStepsFAQs

Short answer

A double-entry trial balance should net to zero. If it does not, first identify whether the difference comes from opening balances, an incomplete or migrated posting or a control workflow rather than posting a balancing journal without explanation.

What to check first

Work through these before changing the accounting recordConfirm the reporting period and filters.Check the opening trial balance imported for the client.Review recent journals and whether both sides posted.Check unallocated or opening control accounts such as customer/supplier brought-forward balances.Review any migration or correction work completed immediately before the difference appeared.

Why this happens

Balansix is designed around balanced double entry, so an unexplained difference usually points to an incomplete opening or migration state or a posting that has not completed through the intended workflow.

Steps to resolve it

  1. Run the trial balance for the full relevant period without restrictive filters.
  2. Identify the exact difference amount.
  3. Compare the opening position to the agreed source trial balance.
  4. Review the nominal ledger around the date the imbalance first appears.
  5. Resolve the underlying source or controlled opening entry, then rerun the trial balance.

What to avoid

Keep the audit trail intact. Do not post the difference to suspense simply to make the trial balance balance unless the suspense entry itself represents a documented accounting decision.

Frequently asked questions

Can a normal journal be one-sided in Balansix?

Normal accounting journals should remain balanced. An imbalance indicates that the source or opening process needs investigation.

Could opening balances cause the issue?

Yes. Opening balances are a common place to investigate, particularly where the client was migrated with debtor, creditor or bank subledger detail.

Should I use an unallocated account to fix the trial balance?

Unallocated/control accounts should reflect a real controlled workflow, not be used as a plug for an unexplained imbalance.

Still need help?

Contact Balansix Support with the client, module, period, what you expected and what happened. Avoid sending passwords or unrelated client secrets.