How to create special and custom reports

1. The basics

1. 1Open Reports.
2. 2Pick the report you want: profit and loss, income by source, expenses by category, customer balances, sales by product, payroll or sales tax.
3. 3Set the date range — this month, this quarter, this year, or any two dates you choose.
4. 4The figures rebuild instantly as you change the range.

2. Building your own lists

1. 1Sales Tax has its own builder: pick any two dates and it shows taxable sales, tax exempt sales, gross sales and tax collected.
2. 2Invoices has an Invoice lists button — unpaid, past due, paid in full, drafts or everything, narrowed to one customer or a date range.
3. 3Point of Sale has a Previous Point of Sale transactions tab — search counter sales by number, customer, item or payment method, or in plain words like "all sales for yesterday".
4. 4Bank Accounts prints the register for any period, or filtered to one category, one payee, or amounts over or under a figure you choose.
5. 5Products & Inventory prints your item list sorted however you like, with supplier cost hidden if you want.

3. Printing, saving and sharing

1. 1Every one of those builders gives you the same four buttons: Print, Download PDF, Save to folder, and Email.
2. 2Saved lists gather on the Saved reports page — sales tax, invoices, point of sale and inventory, all in one place, ready to print again or delete.
3. 3For the whole year in one go, use the Annual Report tab: it writes the narrative, draws the charts and produces the accountant's copy for you.

Cannot find the cut of the numbers you want? Ask the AI Accountant in plain English — it reads your real books and answers.