1
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Go to the Reports menu at the top of the screen and choose Index to Reports. The Index to Reports window appears.
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2
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Click the Accounts tab.
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There are several account reports that can help you track your financial information. These reports are listed below.
Reviews changes made to recorded transactions, tax codes, account details and system settings.
Note that before you can track and report changes, you need to activate the audit trail tracking preference. For more information, see Audit trail tracking system.
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Trial Summary Balance
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Identifies incorrectly entered amounts. When reviewing this report, check for:
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Balance Sheet Budget Analysis
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Lists account balances as of the end of a selected period, along with the budgeted amounts. If you’ve determined that changes need to be made to the budgets for the coming months, you can adjust your budget.
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Profit & Loss Budget Analysis
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Lists account balances for a selected period, along with the budgeted amounts. If you’ve determined that changes need to be made to the budgets for the coming months, you can adjust your budget.
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Statement of Cash Flow
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Shows how your cash position has changed over a period of time, what profit you have earned, where you received additional cash, and where your cash was spent.
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