FunnyBugBees
08-31-2020
09:22 AM
Thread Options
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
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?
Labels:
- Labels:
-
Accounting and Finance
Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
1 REPLY 1
Kassi_
09-01-2020
12:38 PM
Thread Options
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
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
Sign in and click Mark as Best Answer if my reply answers your question.
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Reply
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report