Monthly Sales Reporting

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Ginanu1775
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Monthly Sales Reporting

Post by Ginanu1775 »

What is the best way to give a comprehensive report on the monthly sales to my accountant for taxes? Is there a way to export monthly sales rapport? Does it plug in to Quickbooks?

Thank you!
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Dave
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Re: Monthly Sales Reporting

Post by Dave »

We recommend creating a new user in your AllProWebTools account for your accountant. There is no charge for additional users and this will allow your accountant to access the information they need and run reports whenever they like.

Here are instructions for creating a new user: https://www.youtube.com/watch?v=pD5UckAIkuo

Once your accountant has a login, they can access the accounting reports by clicking on the "Reports" link on the left sidebar. They will then see an option called "Accounting". Here is a link with more information and a video: https://www.allprowebtools.com/Quickbooks-Integration/
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