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Articles on:Reports
Run, compare, save, and export your reports, and break them down by property or project.

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  • Getting started
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • Track properties, projects, and programs with dimensions
    Tag transactions with the classes, locations, properties, or funds you track, then run reports broken down by them.Some readers
  • Run your financial reports
    Open any report, switch cash or accrual, compare periods, save the views you use often, and export to CSV.Few readers
  • Sales tax: set it up, charge it, and see what you owe
    Add your rate, put it on invoices, and run the report that tells you what to remit.Few readers
  • Compare periods and save a report
    Put last period next to this one, show percent of income, and save the view.Few readers

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