How to Run QBO Reports?
Follow
Accessing the Report Center
- Log In to your AutyFi account.
- Navigate to the Report Center section using the left-hand menu.
Key Reporting Options
- Cash Flow Statement: View cash inflows and outflows over a specific period.
- Balance Sheet: Check your company’s assets, liabilities, and equity at any time.
- Profit and Loss Statement: Analyze your revenues, costs, and expenses to determine profitability.
How to Generate Reports
- Choose a Report Type: Select the report you need (e.g., Cash Flow, Balance Sheet, Profit and Loss).
- Specify Parameters: Choose the period and any other relevant details.
- Generate Report: Click on the Generate button to create your report.
Tips
- Regularly generate and review these reports to keep track of your business finances.
- Use the insights from these reports for strategic planning and decision-making.
Comments
0 comments
Article is closed for comments.