Home Account reconciliation How do I find, filter, and download accounts from the Balance Sheet?

How do I find, filter, and download accounts from the Balance Sheet?

Last updated on Oct 16, 2026

Short Answer: Use 'Search accounts...' to find by name, click 'Assigned to me' or '+ Add filter' to narrow results, select rows to act on, and use 'Download' to export.

PreRequisites

  1. Open the Balance Sheet page

Steps

  1. Open the Balance Sheet.

You see summary cards (Total accounts, To prepare, etc.) and the accounts table.

  1. Type in 'Search accounts...' to locate an account by name.

Matching rows filter in the table.

  1. Click 'Assigned to me' or '+ Add filter' to apply additional filters.

Table updates with the selected filters.

  1. To export, click 'Download' at the top-right of the Balance Sheet.

Download action is initiated.

Troubleshooting

  1. Search returns no results.

Likely Cause: A filter is active or search term is misspelled.

Action: Clear filters (use 'Assigned to me' or '+ Add filter') and check the search term spelling.

Note: Column headers show sortable controls (small arrows) to reorder the table by GL balance, Supported, etc.