Run the Balance Sheet

For more information on what's on the balance sheet and how it's calculated, read about the balance sheet.

1. Go to Reports, then select Balance Sheet.
2. Enter the date you want to run the report up to.
3. To view how values calculate for a particular ledger account, click the relevant line.
   
   NOTE:

   Selecting a ledger will open the nominal activity, or profit and loss report to see transaction details. To return to the balance sheet, select back in your browser.

4. Click Calculate.
5. To save or print the report, from the Export menu, and then select CSV or PDF.
   The report is ready when a notification displays on the main navigation bar, to the left of Profile. Select the notification bell to open the report.

Note, if the PDF document doesn’t open in a new window this is due to pop-ups blocked on your Internet browser settings. To change these settings, allow pop-ups when printing.

 Pop-ups blocked when printing