Is there a Checklist for TB (Trial Balance) Edit preparation?
Based on a suggestion from our Business Manager Advisory group, here is a quick list of the steps your need to remember for the TB Edit preparation, this is not a substitute for the training, just a quick checklist. Download the TB Edit from Dealerworld for the month for which you are submitting. Create the file from your DSP device using the method recommended by your DSP. The 2 files from above should be on the same PC at the same time. When you open the TB Edit you will be prompted to find the file from your DSP. After the file from your DSP is imported into the TB Edit you will see your numbers in the TB Edit. Edit Data click this button on the top right corner of the TB Edit to see if there are any errors. If there are errors, fix them on your DSP device then go back to step 2, you should not need a new TB Edit in most cases. When you have no critical errors you will be prompted to submit you data (this creates the Tboutput.xml file you will upload). You may change some of the num
