Core Accounting Reports

What you can do here

• Run balance sheet, profit & loss, and cash flow reports.
• Review general ledger and trial balance.
• Filter reports by date, account, or customer.

Before you start

• Core Accounting access is required.
• Ensure transactions are posted and reconciled.
• Confirm reporting periods and filters.

Step-by-step

1. Open Core Accounting Reports.
2. Choose a report such as balance sheet, profit & loss, cash flow, general ledger, or trial balance.
3. Apply filters for date range and account selection.
4. Review and download the report for sharing.

Tips & Common mistakes

• Reconcile accounts before final reporting.
• Use consistent reporting periods for comparisons.
• Save report filters for recurring reviews.

FAQ

Next steps