Running reports
Run profit and loss, balance sheet, trial balance, aged receivables and payables, and GST reports, and export them when you need to share them.
Choosing a report
Open Reports and choose the report you need. A balance sheet shows your position at a date; profit and loss and cash flow cover a period. Set the period, accounting basis and any comparison before you run it.
Drilling into a figure
Select an amount to see the accounts and transactions behind it. This is the quickest way to check a number before you rely on it or send it to someone else.
Exporting
Use the export options shown on each report. Financial statements export to PDF, and the general ledger exports to CSV for your accountant or another system.
Last updated 2026-10-01Still stuck? Email support