• Track income and expenses by class, location, or property

  Tag transactions with the classes, locations, properties, or funds you track, then run reports broken down by them.Popular

• Run your financial reports

  What the profit and loss, balance sheet and cash flow tell you, how to run them, and when to use cash or accrual.Some 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.Some readers

• Turn on Cash reports for books imported from QuickBooks Desktop

  Export the same General Ledger on the Cash basis and import it. BooksGPT checks it against your books before Cash reports switch on.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

• How sub-accounts show on Profit & loss and the Balance sheet

  Sub-accounts nest under their parent on Profit & loss and the Balance sheet, including By month, By year, and By dimension. A Total line adds the parent and every child, and on Profit & loss it opens the Account group report. You can also leave accounts out of a Profit & loss.Few readers

• Send monthly reports to a client automatically

  Bundle the reports a client gets each month into one PDF, check it yourself, then put it on a schedule.Few readers

• Read the General Ledger

  The General Ledger is every posted journal line in a date range, one account at a time. Each account opens at its Beginning balance, each line under it runs that account's own Balance, and the account closes at its own total. It is the report you open when a number on another report needs proof. Open the General Ledger Open All pages in the left sidebar, then under Reports click General ledger. The page title is **GenFew readers

• Account balances, income by customer, and purchases by vendor

  Three list reports answer "where does this stand" without opening a full statement. All three live under Reports, and all three export to CSV or Excel. Account balances Every account with its balance on one date. Open All pages in the left sidebar, then under Reports click Account balances. Pick the date. Read Code, Account, Type, and Balance. ![Account Balances with the date, account code and name, type,Few readers

• Why a line on my P&L says "not reviewed"

  The N not reviewed chip on Profit & loss is the control. It opens that account's still-unreviewed rows for the report period. The chart and tiles follow the same period.Few readers

• Customer credits: what customers have overpaid

  When a customer pays more than an invoice's balance, the extra does not belong to revenue yet. It sits as a customer credit they can spend on a future invoice. The Customer Credits report is where you see what is still unspent. Record an overpayment Open the invoice and click Record payment. Enter what you received. In Amount to apply, cover the invoice. The rest appears in Amount to credit. Save. The extra now shows on the Customer Credits report. A credit appeaFew readers

• Read the A/R and A/P aging reports

  Aging answers two questions: who owes you, and how late. A/R aging buckets open invoices by customer. A/P aging does the same for open Bills by vendor. Open an aging report Open All pages in the left sidebar, then under Reports click A/R aging or A/P aging. Set the end date of the range. Every open document is aged as of that date. Read across the buckets. ![A/R aging with customers and aFew readers

• Sales by product or service: quantities, margin and comparisons

  Read sales by product or service: monthly amounts, quantities, share of income, average price, and gross margin, including unknown costs and QuickBooks product detail.Few readers

• Track hours on jobs and split payroll by job

  Keep a weekly timesheet of hours on each project, then move each job's share of a payroll entry onto it as Labor.Few readers

• Track job costs with Projects

  Put a project on your bills, bank transactions and invoices, and see each job's income, cost, profit and margin.Few readers