Balance Sheet

The Balance Sheet lists your company’s assets, liabilities, and equity.

To access the Balance Sheet:

1. Go to the Reports drop down.

2. Click Financial.

3. Select Balance Sheet.

You can further refine your report view by using the filter at the footer of the report.

1. Click the More button to view further filter options: Class, Customer, Department, Item.

2. Click the Refresh button to update the report using the selected filters.

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