{"id":2654,"date":"2025-03-18T07:16:00","date_gmt":"2025-03-18T07:16:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2654"},"modified":"2025-03-05T19:17:41","modified_gmt":"2025-03-05T19:17:41","slug":"how-to-use-navigation-pane-to-print-gl-trial-balance-for-selected-accounts","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2025\/03\/18\/how-to-use-navigation-pane-to-print-gl-trial-balance-for-selected-accounts\/","title":{"rendered":"How To Use Navigation Pane to Print GL Trial Balance for Selected Accounts"},"content":{"rendered":"\n<p>Have you ever had the need to print a trial balance containing non-sequential account numbers?&nbsp; Say you would like to see a GL Trial Balance detail for just a couple of main segment account numbers, but do not want to see all the accounts in between.&nbsp;<\/p>\n\n\n\n<p>Here is an example.&nbsp; We need to see GL detail for accounts containing 6100 and 6520 as their main segments.&nbsp; But we do not want to see any other accounts on our report.&nbsp;<\/p>\n\n\n\n<p>You can create this custom report using the GL Trial Balance and GL Navigation Lists!<\/p>\n\n\n\n<p>1. Go to the Financial page<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>2. Click on Accounts in the Navigation pane and wait for your accounts to list<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"207\" height=\"324\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-1.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2663 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-1.png?lossy=2&strip=1&webp=1 207w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-1-192x300.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-1-51x80.png?lossy=2&strip=1&webp=1 51w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-1-77x120.png?lossy=2&strip=1&webp=1 77w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 207px; --smush-placeholder-aspect-ratio: 207\/324;\" data-original-sizes=\"(max-width: 207px) 100vw, 207px\" \/><\/figure>\n\n\n\n<p>3. Click on Add Filter<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"569\" height=\"266\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2662 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2.jpg?lossy=2&strip=1&webp=1 569w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2-300x140.jpg?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2-171x80.jpg?lossy=2&strip=1&webp=1 171w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2-120x56.jpg?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-2.jpg?size=512x239&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 569px; --smush-placeholder-aspect-ratio: 569\/266;\" data-original-sizes=\"(max-width: 569px) 100vw, 569px\" \/><\/figure>\n\n\n\n<p>4. Enter your first filter then click on the down arrow to the right of the second Add Filter and select the \u201cOr\u201d condition<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"587\" height=\"336\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2661 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3.png?lossy=2&strip=1&webp=1 587w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3-300x172.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3-140x80.png?lossy=2&strip=1&webp=1 140w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3-120x69.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-3.png?size=512x293&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 587px; --smush-placeholder-aspect-ratio: 587\/336;\" data-original-sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/figure>\n\n\n\n<p>5. Add your second filter then click on the arrow circled below to Apply Filter<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"511\" height=\"242\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-4.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2660 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-4.png?lossy=2&strip=1&webp=1 511w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-4-300x142.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-4-169x80.png?lossy=2&strip=1&webp=1 169w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-4-120x57.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 511px; --smush-placeholder-aspect-ratio: 511\/242;\" data-original-sizes=\"(max-width: 511px) 100vw, 511px\" \/><\/figure>\n\n\n\n<p>6. The filtered account list will appear<\/p>\n\n\n\n<p>7. Select the accounts to be included on the report.\u00a0 Select all reports by checking the checkbox on the header row.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"466\" height=\"551\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-5.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2659 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-5.png?lossy=2&strip=1&webp=1 466w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-5-254x300.png?lossy=2&strip=1&webp=1 254w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-5-68x80.png?lossy=2&strip=1&webp=1 68w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-5-101x120.png?lossy=2&strip=1&webp=1 101w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 466px; --smush-placeholder-aspect-ratio: 466\/551;\" data-original-sizes=\"(max-width: 466px) 100vw, 466px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<p>8. Click on the down arrow under Reports and select Print Trial Balance<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"684\" height=\"147\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6.jpg?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2658 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6.jpg?lossy=2&strip=1&webp=1 684w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6-300x64.jpg?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6-192x41.jpg?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6-120x26.jpg?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-6.jpg?size=512x110&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 684px; --smush-placeholder-aspect-ratio: 684\/147;\" data-original-sizes=\"(max-width: 684px) 100vw, 684px\" \/><\/figure>\n\n\n\n<p>9. Choose whether you want to Include Details.\u00a0 Select the Year then click on Print.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"428\" height=\"245\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-7.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2657 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-7.png?lossy=2&strip=1&webp=1 428w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-7-300x172.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-7-140x80.png?lossy=2&strip=1&webp=1 140w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-7-120x69.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 428px; --smush-placeholder-aspect-ratio: 428\/245;\" data-original-sizes=\"(max-width: 428px) 100vw, 428px\" \/><\/figure>\n\n\n\n<p>10. \u00a0You can save the filter list for future use.\u00a0 Click on Accounts (read only) at the top of the screen and select Save As<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"276\" height=\"199\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-8.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2656 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-8.png?lossy=2&strip=1&webp=1 276w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-8-111x80.png?lossy=2&strip=1&webp=1 111w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-8-120x87.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 276px; --smush-placeholder-aspect-ratio: 276\/199;\" data-original-sizes=\"(max-width: 276px) 100vw, 276px\" \/><\/figure>\n\n\n\n<p>11. \u00a0\u00a0Type in a name and click on OK<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"487\" height=\"130\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-9.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2655 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-9.png?lossy=2&strip=1&webp=1 487w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-9-300x80.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-9-192x51.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-9-120x32.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 487px; --smush-placeholder-aspect-ratio: 487\/130;\" data-original-sizes=\"(max-width: 487px) 100vw, 487px\" \/><\/figure>\n\n\n\n<p>12. \u00a0The new list will now on the Financial Navigation pane under Accounts<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"211\" height=\"382\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-10.png?lossy=2&strip=1&webp=1\" alt=\"\" class=\"wp-image-2664 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-10.png?lossy=2&strip=1&webp=1 211w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-10-166x300.png?lossy=2&strip=1&webp=1 166w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-10-44x80.png?lossy=2&strip=1&webp=1 44w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2025\/03\/print-trial-balance-10-66x120.png?lossy=2&strip=1&webp=1 66w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 211px; --smush-placeholder-aspect-ratio: 211\/382;\" data-original-sizes=\"(max-width: 211px) 100vw, 211px\" \/><\/figure>\n\n\n\n<p>Note:\u00a0 Navigation lists are available for all GP modules.<\/p>\n\n\n\n<p>That&#8217;s it!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Need GP Training or Support?<\/h2>\n\n\n\n<p>CSSI offers experienced GP experts who are available for training, technical support, and upgrades. <a href=\"https:\/\/cssi.com\/gp\/contact\/\">Please contact CSSI to discuss your GP needs.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever had the need to print a trial balance containing non-sequential account numbers?&nbsp; Say you would like to see a GL Trial Balance detail for just a couple of main segment account numbers, but do not want to see all the accounts in between.&nbsp; Here is an example.&nbsp;.<\/p>\n","protected":false},"author":4,"featured_media":2665,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[39,229,27],"class_list":["post-2654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-gp","tag-gp-tips","tag-microsoft-gp"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Use Navigation Pane to Print GL Trial Balance for Selected Accounts - Dynamics GP Support in PA - CSSI Technologies LLC<\/title>\n<meta name=\"description\" content=\"Do you need to print a trial balance containing non-sequential account numbers?\u00a0 Or see a GL Trial Balance detail for just a couple of main segment account numbers, but do not want to see all the accounts in between.\u00a0\" 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