Balance Sheet Report

Where is it?

You'll find your Profit & Loss report under Accounting > Reports > Summary > Financial > Balance Sheet (New).

We'd recommend you star it, and other favourite reports. This means they'll show up in the Accounting tab.

What does it show?

Your Balance Sheet report will show your business:

• Assets

• Liabilities

Unlike the Profit & Loss report, which looks at your performance over time, the Balance Sheet reflects a point in time. Choose the date you are interested in and compare with previous dates if appropriate.

Use the 'Filter' option to look at the assets and liabilities within one part of your business, e.g. a Department, Region or other category you track. If you're not already tracking, find out more about Tracking Categories / Departments.

What next?

If you'll need to look back at this report again and again, Save as a Draft or Published report. (These are available at Accounting > Reports > Draft or Published tab).

Alternatively, Export and select PDF, Excel or Google Sheets.