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September 22, 2022
Question

Can I pin the Balance Sheet to my dashboard?

  • September 22, 2022
  • 1 reply
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1 reply

MorganB
September 22, 2022

Good morning, jamesskochelak.

 

Thank you for taking the time to post here in the Community.

 

The Balance Sheet is handy to have close by, no doubt. When viewing the Dashboard, you can click over to the "Business Overview" tab to take a quick look at your balances in the Bank Accounts section. Here's a screenshot of how this will look in your account:

 

 

You can also click the pencil icon to edit and rearrange the accounts in the order you prefer.

 

Now you'll be able to quickly and easily view your balances without having to run a full balance sheet report. Please feel free to reach back out if you have any other questions. Take care!