I’m browsing finance reports, billing, and payments to try to find everything together in one place... and it’s frustrating because I don’t want to miss something important.
Am I just not seeing it or is there no year end report (month by month) available with everything in one place together?
I use QuickBooks but no longer seethe option to sync like in the past
Kritesh here from Better Reports support team.
I believe our app Better Reports may be able to help. We can create monthly summary reports for sales, transactions, payouts, inventory etc. that can be scheduled to be sent at automatically every month to your email. These can also be exported directly to Excel, csv or pdf.
In addition to building custom reports to meet your specific needs, you'll also get access to 60+ built-in reports that cover many common use cases for merchants and our reports can be scheduled to send to your email or Google Drive at set frequencies.
I encourage you to install Better Reports and start your free 14-day trial, and I'll be happy to set this up for you.
Let me know how you go and feel free to reach out if you have any further questions.