Under Account reports, you can download a balance statement for a specific date or generate an account statement for a selected period.
Download a balance statement
A Balance statement shows the company's account balance on a specific date.
Go to Account.
Select Account reports in the top-right corner.
Open the Balance statement tab.
Select the date you want to view the account balance for.
Select Download.
The balance statement shows the company's account balance on the selected date.
Download an account statement
If you want to view transactions and changes to the account balance over a specific period, you can generate an Account statement instead.
Go to Account.
Select Account reports.
Open the Account statement tab.
Select the From and To dates for the period.
Select the file format:
Generate as PDF.
Generate as Excel.
Select Generate.
What's the difference between a balance statement and an account statement?
A Balance statement shows the company's account balance on a specific date.
An Account statement shows transactions and changes to the account balance during a selected period and can be generated as a PDF or Excel file.
Good to know
The balance statement shows the account balance for the date you select.
The account statement covers the date range you select.
Account statements can be generated as PDF or Excel files.