Reports
# Summary: Reports After reading this chapter, you'll be able to locate specific transactions using multiple search methods and generate customized reports to analyze your business performance. The chapter covers using the Advanced Transactions Search to find transactions by date, amount, contact, or memo; toggling between Cash and Accrual basis reporting to view your data from different perspectives; and customizing reports in either Classic or Modern view before exporting them to PDF or Excel. You'll learn to distinguish between Accounting reports (like Balance Sheet and Profit and Loss) used for tax preparation and Business Management reports (like Open Invoices and Sales by Product) used for day-to-day operations.
In this chapter
- Finding Transactions
- Cash vs. Accrual Reporting
- Types of Reports
- The Reports Center
- Accounting Reports
- Business Management Reports
- Accounts Receivable and Accounts Payable Reports
- Sales Reports
- Customizing Reports
- Printing Reports
- Exporting Reports to Spreadsheets