1. Go to Reporting then select Balance Sheet.
2. Enter the date you want to run the report up to.
    NOTE: There's no start date on this report because the balance sheet shows you the worth of your business from your accounts start date, up to the date you specify.
3. Select Calculate.
4. Drill down into specific ledger accounts to view further details. This will take you into the nominal activity or profit and loss report, depending on the ledger you select.
5. To save or print the report, from the Export dropdown, select CSV or PDF.