Balance Sheet / Income Statement (BS/IS)

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Creating Financial Statements

1. Go to Reports → Financial Statements
2. Choose statement type:
   • Balance Sheet
   • Income Statement
3. Select date range
4. Choose entity (if applicable)
5. Click Generate

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What’s Included

• Assets, Liabilities, and Equity
• Shows financial position at a date

• Revenue and Expenses
• Shows performance over a period

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Export Options

• Excel format for analysis
• PDF for presentation
• Save as template for reuse

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Next Steps

• Create other custom reports
• Export and share reports
• Generate trial balance