Exporting the Balance Sheet Report to Excel


You may wish to export your Balance Sheet Report to Excel to share an electronic or hard copy of your information with others.

  1. Click on the Reports icon and then select “Balance Sheet.”
  2. Select your desired date range by using the date picker.
  3. Click on “Export to Excel.” Your download will begin automatically.
  4. When the download is complete, click on the file name to open your Balance Sheet Report in Excel.