Reports
After reading this chapter, you'll be able to locate transactions using various search methods, generate and customize accounting and business management reports, and export reports to analyze your company's financial performance. The chapter covers the Reports App where you can access built-in reports organized by category, the Advanced Transactions Search feature for finding specific transactions by date, amount, contact, or reference number, and customization tools that let you save modified reports for quick access later. You'll also learn how to toggle between cash and accrual reporting bases and export reports to spreadsheets or PDF for further analysis.
In this chapter
- Finding Transactions
- Types of Reports
- Cash vs. Accrual Reporting
- The Reports App
- Accounting Reports
- Profit and Loss Statement
- Statement of Cash Flows
- General Ledger
- Trial Balance
- Business Management Reports
- Customer Contact List
- Vendor Contact List
- Accounts Receivable and Accounts Payable Reports
- Sales Reports
- Accounting Agents AI
- Customizing Reports
- Saving and Viewing Reports
- Creating Management Reports
- Printing Reports
- Exporting Reports to Spreadsheets
- Do It Yourself: Reports