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Balance sheet

Assets, liabilities and equity of your company as of the date you choose, calculated from your journal entries.

Overview​

The balance sheet reflects assets, liabilities and equity calculated from the double-entry general ledger. It is shown as a hierarchical tree by chart-of-accounts account and is calculated as of a cut-off date you choose.

To compare two periods use the Comparative tab under Accounting.

Quick start​

  1. Go to Finance → Accounting and open the Balance Sheet tab.
  2. Choose the cut-off date (as of field).
  3. Expand the categories you need to review.