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Which report is best to give to an accountant or book keeper

We recommend you use the business summary report when relaying financial numbers to your accountant or book keeper.

To run this report go to Reports -> Sales Reports -> Business Summary.

Select the date range your accountant needs to see, then click Run Report.

Note: Take care to recognize that the Count increases with sales and decreases with refunds.

Note: Take care to recognize that there are depositable (a normal sale) and non-depositable (a gift card or series sale) balances in this report.

 

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