Documentation Manual
< All Topics<

Accounts Statements

The Accounts Statement summarizes the financial transactions associated with a specific account.

Use case

You can use the Accounts Statement to monitor the activity and balance of your accounts, reconcile transactions, and prepare for tax season.


  1. Go to Reports>Accounting>Accounts Statement
  2. Select the desired Period Month & Year, Account, and Revenue or Payment
  3. View and analyze the data presented in the report.
  4. Export or print the report as needed.