Balance Sheet
See assets, liabilities, and equity as of any date.
How to use it
Open Reports, then Balance Sheet, pick an as-of date, and the report generates from your Chart of Accounts balances.
Configuration
Requires an up-to-date Chart of Accounts and classified transactions.
Details
| Menu location | Reports menu, Balance Sheet. |
| Who uses it | Owners, accountants, and lenders assessing financial position |
| Prerequisites | Chart of Accounts, Transactions |
Related pages
See which plan includes Balance Sheet on pricing, or how Count My Bucks compares to QuickBooks. Used heavily in Consolidated financial statements for holding companies and multi-entity groups..