Reports reports are an important tool for customers to use to extrapolate information quickly and accurately. Each report focuses on a different area of and pulls the information based on specific parameters.

Things to know

  • If the customer syncs with QuickBooks for Windows, Account Receivables reports may not be accurate if they are entering payments in QuickBooks for Windows and syncing the status to
  • Some reports are calculated based on the date the bill or invoice was created
  • If there isn't a report in the reports tab with the information needed, the Import/Export tool can typically be used to obtain the data
  • The Overview Reports and the Reports Tab reports will not always match due to each being calculated differently

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.