As you know, the balance sheet is an important part of the financial statement. You can now access it quickly in the Accountant Hub in real-time alongside your client’s bank statements, receipts and records. You can even customise the date range!
To view your client’s balance sheet follow these steps:
- Sign in to the Accountant Hub
- Select the client whose report you wish to view
- Click the ‘Report’ tab at the top of the screen
- Click the ‘Balance sheet’ option
- Use the dropdown menu under the client’s name to select the date you wish to view
- Click ‘Export data’