Reports

Start here: Choose a report

Find financial, project and reconciliation reports and understand which records they use.

Open →

Dates and downloads

• Pick report dates and compare periods
• Export and print reports

Financial statements

• Read the income statement
• Read the balance sheet
• Read the cash flow statement

Balances and account activity

• Review the trial balance
• Inspect an account's general ledger
• Review unpaid customer invoices with AR aging
• Review unpaid vendor bills with AP aging
• Why can two reports show different amounts?

Bank and project reports

• Review bank reconciliation reports
• Read auto-reconciliation statistics
• Choose a project report