--- title: Trial Balance/COA FAQ | Roll Credits Help Center description: Guides --- [Skip to content](https://help.rollcredits.io/trial-balance/coa-faq-roll-credits-help-center#main-content) ![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png) Open main navigation Close main navigation - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Guides](https://47441426.hs-sites-na2.com/?hsLang=en) 2. [Budget](https://47441426.hs-sites-na2.com/budget?hsLang=en) # Trial Balance/COA FAQ | Roll Credits Help Center ### Trial Balance/COA FAQ The how-to on uploading your Trial Balance/COA, coding debit and credit accounts, and splitting transactions into multiple lines. Written by Chase Gladish May 1, 2025 ### 📊 **Trial Balance & Chart of Accounts (COA) Guide** ### 📥 How to Upload Your Trial Balance or COA To upload your **Chart of Accounts (COA)** or **Trial Balance**, please email your file to us at **[help@rollcredits.io](mailto:help@rollcredits.io)**. We'll handle the upload on your behalf so your account codes are available in the platform. ### 🧾 How to Mark Debit and Credit Accounts Once your COA or Trial Balance is uploaded, your account codes will automatically populate as selectable options in the accounts table. To mark debit/credit accounts: 1. Navigate to the **Transactions** tab. 2. Locate the transaction you'd like to code. 3. Click the **eye icon 👁️** to open the **Review** view. 4. In the **Accounts** table, you'll see: - **Amount** listed on the left - **Debit Account** and **Credit Account** columns on the right 5. Click in the respective Debit or Credit field to select from your preloaded account codes. Navigate to the **Transactions** tab. Locate the transaction you'd like to code. Click the **eye icon 👁️** to open the **Review** view. In the **Accounts** table, you'll see: **Amount** listed on the left **Amount** listed on the left **Debit Account** and **Credit Account** columns on the right **Debit Account** and **Credit Account** columns on the right Click in the respective Debit or Credit field to select from your preloaded account codes. ### 💸 Where Do I Record Expenses? Typically, **expenses are recorded under the Debit Account** column. Here’s why: - In accounting, recording an expense **increases the expense account**, which is done by debiting it. - Expenses reduce equity, so they’re logged as debits. - Think of it this way: **money going out** = **debit the expense account**. In accounting, recording an expense **increases the expense account**, which is done by debiting it. Expenses reduce equity, so they’re logged as debits. Think of it this way: **money going out** = **debit the expense account**. ### ➕ Can I Split a Transaction Across Multiple Account Lines? **Yes, you can split the total into multiple line items** and assign different debit/credit accounts to each portion. To do this: 1. Go to the **Transactions** tab. 2. Select the transaction and click the **eye icon** to open the review screen. 3. In the **Accounts** table, click **+ Add Item** (bottom right corner of the table). 4. A new row will appear with an editable **$0.00** amount. 5. Update the amount for each row and assign the appropriate **Debit** and **Credit** accounts separately. Go to the **Transactions** tab. Select the transaction and click the **eye icon** to open the review screen. In the **Accounts** table, click **+ Add Item** (bottom right corner of the table). A new row will appear with an editable **$0.00** amount. Update the amount for each row and assign the appropriate **Debit** and **Credit** accounts separately. This is helpful when coding complex transactions like invoices, receipts, or estimates that span multiple categories. - [FAQs](https://47441426.hs-sites-na2.com/faqs?hsLang=en) - [Project](https://47441426.hs-sites-na2.com/project?hsLang=en#main-content) - [Team](https://47441426.hs-sites-na2.com/project?hsLang=en#team) - [Payments](https://47441426.hs-sites-na2.com/payments?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Budget](https://47441426.hs-sites-na2.com/budget?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#main-content) - [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions) - [Cards](https://47441426.hs-sites-na2.com/cards?hsLang=en) - [Company](https://47441426.hs-sites-na2.com/company?hsLang=en) - [Approvals](https://47441426.hs-sites-na2.com/approvals?hsLang=en) - [Settings](https://47441426.hs-sites-na2.com/settings?hsLang=en) - [Reconciliation](https://47441426.hs-sites-na2.com/reconciliation?hsLang=en) - [User Role Guides](https://47441426.hs-sites-na2.com/user-role-guides?hsLang=en) [![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png)](https://rollcredits.io) Copyright © 2026, RollCredits