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Accounting
This is the home for questions about invoicing, financial reporting, payment tracking, general ledger, QuickBooks and more.
15 articles
How do I view and download the General Ledger?
How do I set up integration with QuickBooks Online?
How do I run a report on the number of times a piece of equipment has been rented?Follow the steps below to see the number of orders a piece of equipment has been on.
How do I see different types of pre-built reports?Follow these steps to see different kinds of Reports, such as Tax Breakdown and Discounts.
How do I get Inventory Reports on Revenue and ROI?Follow the steps below to run a report on your Inventory's Revenue, Return on Investment (ROI), or other metrics
How do I find the revenue of an Item for a specific period of time (e.g. LTD, YTD)?
How can I see how much each piece of Inventory made during a period of time (e.g. a month)?
How do I know which transactions are included in payouts to my bank account?
How do I create a Customer Revenue Report?
How does the QuickBooks Online integration work?
How do I create an aging report?
How do I create a Daily or Monthly Revenue Report by Revenue Type?
What is the Chart of Accounts? How can I rename Ledger Accounts?
How do I add a Payment Note (e.g. Check Numbers)?Follow the steps below to add a note to any payment, such as check information.
What are Payouts and Payments? How do I check them?When doing accounting, you may notice that Payments to the system differ from the total amount and timing as Payouts to your account.