Which report should I use?

Four reports answer most questions.

Profit and Loss shows income and expenses for a period, and whether you made money.

Balance Sheet shows what you own and owe at a single date.

Cash Flow shows money in and out, which differs from profit because invoices are recorded when raised rather than when paid.

Trial Balance lists every account with its debit and credit total, and is where you check that your books balance.

For a single customer or supplier, use their statement rather than a report. It shows every document and payment between you.

Try it in the live demo: Open reporting

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