Balance Sheet Design

SUGGESTED

I am needing to run a balance sheet for a specific date of 01/01/2021 but the report will not let me choose a single date.  I have tried to design one to use a specific date but have not had any luck.  Can anyone help?

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    SUGGESTED

    You can run the General Ledger Trial Balance as of a specific day and then translate those figures for the Balance Sheet accounts into a Balance Sheet format in Excel. The out of balance amount, after the Balance Sheet accounts are filled in, would be the Net Profit/Loss from the Income Statement accounts. If you'll send the Balance Sheet to Excel, you'll have the template that you can then fill in.

    Tammi M. Ermerins ([email protected])

    Certified Sage 50/Peachtree Accounting & Crystal Reports Consultant & Trainer

    800-780-0700 / 954-961-0600, Visit Us on the Web at https://pcosupport.com

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  • 0
    SUGGESTED

    You can run the General Ledger Trial Balance as of a specific day and then translate those figures for the Balance Sheet accounts into a Balance Sheet format in Excel. The out of balance amount, after the Balance Sheet accounts are filled in, would be the Net Profit/Loss from the Income Statement accounts. If you'll send the Balance Sheet to Excel, you'll have the template that you can then fill in.

    Tammi M. Ermerins ([email protected])

    Certified Sage 50/Peachtree Accounting & Crystal Reports Consultant & Trainer

    800-780-0700 / 954-961-0600, Visit Us on the Web at https://pcosupport.com

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