Overview of the Balance Sheet Report

How to Print Balance Sheet Report

The Balance Sheet is a list of Asset, Liability and Equity accounts and displays the net amount of transactions entered in the current year, the net amount of transactions entered in the previous year, and the difference between these for each account.  

If the General Ledger is in balance, the Total Assets amount and the Total Liabilities & Equity amount will be the same.

To print balance sheet: 

1. Click on Firm & Financial
2. Click on Balance Sheet
3. Report Year - Enter or select the report year
4. Report Period - Enter or select the report period
5. Include Inactive - Select to include inactive Revenue and Expense accounts. Note that this may be required in order for the report to balance.
6. Output method- Select “View” to display the report on your screen, “Export to CSV” to export the report or “Print” to print the report.