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Correct report for my CPA to reconcile our books?

My CPA needs a monthly statement to reconcile our books. I cant seem to find the right one. Which report does my CPA need to do his job?

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Square Community Moderator

Hey there, @FunnyBugBees

 

Normally, the Sales Report provides what your CPA needs to see, but you will have to speak with them on exactly what they need. 

 

On your Dashboard you can set the time-frame you need for each of your reports. 

 

Please let me know if you have any other questions. 

Kassi
Community Moderator, Square
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