Click on the total bank account line to open a transaction detail report. So we need to see uncleared transactions for all bank accounts. Change the Accounting method to cash basis, then click run report. Then click on it to open the report.Ĭhange the reporting period to All dates. In the standard reports screen, scroll down to find the Balance Sheet or Statement of Financial Position report. To get started, follow the below steps.Ĭlick on the Reports tab, then select Standard Reports.
I am using the sample Craig’s Landscaping and Design company in this tutorial.