Know your numbers

Clear, simple reports that show how your business is really doing.

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Noor HaddadHaddad Consulting

JanFebMarAprMayJunJulAugSepOctNovDec
Revenue this year$96,450
JanFebMarAprMayJunJulAugSepOctNovDec
Tax year sales$80,700

Track sales month by month

See revenue by month, quarter or tax year and spot your busy seasons before they arrive.

  1. Sent14 days ago
  2. Opened9 days ago
  3. ReminderToday
  4. Paid

See who owes you

An aging report lists every outstanding balance so you know exactly who to follow up with.

QBXero

Get tax time sorted

Export income, tax collected and expenses for your accountant in a couple of clicks.

Reports that do the math for you

Top customers

Find out who brings in the most revenue.

Expense summaries

Break down spending by category.

CSV & PDF export

Share reports with your bookkeeper in any format.

Report questions, answered

Which reports are included?

Revenue, invoices by status, customer aging, tax summary, expenses and payments received.

Can I export reports?

Every report can be downloaded as CSV or PDF.

Do reports update automatically?

Yes — reports are calculated live from your invoices and payments.

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