Financial reports turn your transaction data into actionable insights. Run them anytime from Accounting → Reports.
Available reports
- Trial Balance — lists all account balances to verify debits equal credits
- Balance Sheet — snapshot of assets, liabilities, and equity at a point in time
- Profit & Loss — revenue minus expenses over a period
- Cash Flow — how cash moved in and out of your business
Running a report
- 1
Select a report
Go to Accounting → Reports and choose the report you need.
- 2
Set the date range
Pick the period you want to analyze.
- 3
Review and export
Review the results on screen. Use your browser's print function to save as PDF if needed.
Run a Trial Balance monthly to catch bookkeeping errors early.