Running Reports
How to pull the financial reports you need — profit and loss, balance sheet, trial balance, tax summaries, and customer/vendor statements.
Profit and loss statement
The profit and loss statement (P&L) is the report that tells you whether your business is making ...
Balance sheet
While the profit and loss tells you how your business performed over a period, the balance sheet ...
Trial balance
The trial balance is a report that lists every account in your chart of accounts with its current...
Tax reports and sales tax summary
When it's time to file your state sales tax return, you need to know exactly how much tax you col...
Customer and vendor statements
A statement is a summary of all transactions between you and a specific customer or vendor over a...