Balance Sheet Layout Window

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The Balance Sheet Layout Window is accessed through the Balance Sheet Report.  Here you may change the order in which the Accounts print on the Balance Sheet.  Accounts may not be removed out of their respective type (i.e. 10010 – Cash Checking Account may not be moved from the Assets folder to the Liabilities or Equity folder).


balance sheet layout window


To move an Account to another location, drag-and-drop the Account exactly onto the new location.  Clicking on the Reset Button will put all Accounts into Account number order and remove all totals and groups.  The New Group Button will add a subgroup under any of the three existing groups.  To move an Account into a group, drag the Account and drop it into the Group folder.  When you highlight a Group, you may either delete the Group, hide the Accounts that are the Group, or hide the total of the Group.  The best method for changing the layout is to experiment by making small changes and then print the Balance Sheet to view the results.