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Balance sheet summary report

How do I create this report?

To do this task

  1. Go to the Reports menu and click Company & Financial.

  2. Click Balance Sheet Summary.

What this report tells you

This report provides a financial snapshot of your company as of a specific date. The report calculates how much your business is worth (your business's equity) by subtracting all the money your company owes (liabilities) from everything it owns (assets). The total for equity includes your company's net income for the fiscal year to date.

This report is a less detailed version of the standard balance sheet report. It shows totals for each type of account, but does not list balances of individual accounts (for example, the report would show the total balance of all credit card accounts, but would not list individual credit card balances). If you need to see individual account balances, create a standard balance sheet report instead.

Date range

The snapshot date is today's date, but you can change the date by entering a different date in the As Of field.

See also

KB ID# H_RPT_BALSHEET_SUMMARY
9/29/2016 9:56:10 PM
PPRDQSSWS406 9138 Pro 2017 a2b704