​To learn more about MyCase Accounting, take the MyCase Accounting 101 Online Course in the MyCase Learning Center.
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​Overview
​Running the Balance Sheet Report
​Exporting the Balance Sheet Report

Run a Balance Sheet Report to see your firm's financial snapshot of any day. This report will show you how much your business is worth by subtracting the money the firm owes from everything owned.

To access the Balance Sheet Report, click the Reports tab at the top of your MyCase account. Then, in the left-hand menu of the page, select Balance Sheet. You will be taken to a blank version of the report (pictured below).
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To run the report, enter a timeframe in the Report Period section, decide if you want to run the report based on a cash or accrual basis, and select Run Report. If you are unsure whether you want to choose cash or accrual basis accounting for the report, click here to learn more about the difference between the two.

The Balance Sheet report differs from other Accounting reports because it carries a beginning balance.

To export a completed Balance Sheet Report, select the document download icon in the upper right hand corner of the page after running the report. Once clicked, a drop-down menu will appear where you may then choose to export the report as a .pdf or .csv.
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