Balance
Sheet
CLICK
REPORTS, SELECT GENERAL LEDGER REPORTS (under Report Groups) THEN FROM
THE LIST ON THE RIGHT SIDE, DOUBLE CLICK ON BALANCE
SHEET
-
The Balance Sheet Report window asks for the following: 1)
Balance Sheet as of Date, 2) Accounting Method Report Type, 3) Show
Account Number
-
There is a small calendar button at the top that will allow you
to select a date
-
Be sure to select the Accounting Method, Accrual or Cash Basis
-
Click on the box if you want to Show Account Number
-
Select the Run Report to preview then print the Balance Sheet,
which will show totals for your company’s Total Assets, Total
Liabilities and Total Equity
-
In the print preview screen, you have the option to output the
report to Microsoft Word or Excel, Notepad, or Email
Balance
Sheet for a Date Range
CLICK
REPORTS, SELECT GENERAL LEDGER REPORTS (under Report Groups) THEN FROM
THE LIST ON THE RIGHT SIDE, DOUBLE CLICK ON BALANCE
SHEET FOR A DATE RANGE
-
The Balance Sheet Report window asks for the following: 1)
Balance Sheet as of Date Range, 2) Accounting Method Report Type, 3)
Show Account Number
-
There is a small calendar button at the top that will allow you
to select a begin as well as an end date for the date range
-
Be sure to select the Accounting Method, Accrual or Cash Basis
-
Click on the box if you want to Show Account Number
-
Select the Run Report to preview then print the Balance Sheet,
which will show totals for your company’s Total Assets, Total
Liabilities and Total Equity based on the date range you have entered
-
In the print preview screen, you have the option to output the
report to Microsoft Word or Excel, Notepad, or Email |
