- In the navigation panel, go to Reports then Form Reports.
Type Balance Sheet in the search bar.
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- Select the Balance Sheet report
In the Parameters tab, click Show Report Using Parameters. The Parameters window will display.
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- Enter the parameters values, being the financial year you request then click OK. The selected report displays in the Preview window.
- You can then Check the report before you print, email or save the report.
- Repeat the procedure for the Profit And Loss report.
- Repeat the procedure for the General Ledger Trial Balance report. Ensure the total on the GL Trial Balance is 0.00