How to Download Your Balance Sheet from Xero

This is a guide on how to download your Balance Sheet from Xero. This evidences how your business' assets and liabilities are tracking for the year-to-date.

Step 1

In the Accounting menu, select Reports.



Add a caption...

Step 2

Find and open the Balance Sheet report. You can use the search field in the top right corner.

Step 3

Select the respective date range.

This will always start from the first day of the financial year, the 1st of April and end on the last day of the most recent complete month.

Remember not to include the month you are currently in as this isn't a complete month e.g. If the current date is January 2023 you're year-to-date range would be 1 April 2022 - 31 December 2023.

Step 4

Click Update to run the date range.

Step 5

At the bottom right-hand corner select Export as a PDF and you're all done.



Add a caption...