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Balance Sheet

View assets, liabilities, and equity

Balance Sheet

What It Shows

Financial position at a point in time:

  • Assets (what you own)
  • Liabilities (what you owe)
  • Equity (owner's stake)

Generating Report

  1. Go to Reports > Financial > Balance Sheet
  2. Select as-of date
  3. Choose format (vertical/horizontal)
  4. Generate report

Key Sections

Assets:

  • Current assets
  • Fixed assets
  • Investments

Liabilities:

  • Current liabilities
  • Long-term debt

Equity:

  • Share capital
  • Retained earnings

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