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Accounts Receivable

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Run a trial balance

View trial balance run status

Learn how to view trial balance run status.

You must have made at least one trial balance run. For more information, see Run a trial balance: Process.

Note:

If you wish to have access to the feature, submit a request at Zuora Global Support.

  1. Navigate to Finance > Accounting Periods.
  2. Select an accounting period.
  3. Click the Trial Balance Run Detail button on the top right corner of the screen to view the trial balance run progress. If you are running on Snowflake, you can see the Mysql Transaction Count and Snowflake Transaction Count details on the Trial Balance Run Details page. Refer to the screenshot below.

    clipboard_e56645ce013cd862f7e6ff4aeef6cab9b.png

    You can see only the Transaction Count details on the Trial Balance Run Details page if you are running on Mysql. Refer to the screenshot below.

    clipboard_e91deff4bfbc6d32ac9ddfb58c015f617.png
  4. Click Close at the bottom of the Trial Balance Run Detail page to close the Trial Balance Run Detail page.

Last updated: February 23, 2026