Review your balance sheet
Check assets, liabilities, and equity as of any date.
Your balance sheet shows a snapshot of what your business owns, owes, and is worth on any given day. Pull it whenever you need to verify your financial position for a loan application, investor meeting, or year-end close.
In Reports, open Balance sheet.
The balance sheet appears with all three sections — assets on top, liabilities and equity below — automatically organized and subtotaled.
Assets, liabilities, and equity are grouped with subtotals, and the sheet always balances to zero.
This is the core principle of accounting: everything you own must equal everything you owe plus what's left for owners.
Click Export to download it for your bank or investors. The date picker reruns it as of any day.
Pick any date in the past to see your balance sheet as it stood then — useful for comparing periods or meeting specific reporting deadlines.
What's next
Once you've reviewed your balance sheet, run your income statement to see how much profit or loss you made over the same period.