Home > Articles

Accounting Reports

  • Print
  • + Share This
This chapter is from the book


  • Discover Each Express Report and What It Does
  • How to Customize Reports
  • How to Send Reports to Excel and Email
  • Graphing a Report

Express provides many useful reports. You can view a report on the screen, print, email, or export to Excel. In addition, you can display a graph of the report with the click of a button. Reports are fully customizable with a few mouse clicks.

Reports Overview

The following reports are available in Express:

Company and Financial

  • Profit and Loss
  • Balance Sheet
  • Cash Flow Statement
  • Trial Balance
  • Transaction Detail by Account
  • GL Report
  • Transaction Journal
  • Sales Tax Liability
  • Transaction Detail by Tax Code
  • Journal Entries
  • Items
  • Chart of Accounts

Customer and Receivables

  • A/R Aging Detail
  • Customer Transaction History
  • Customers
  • Quotes
  • Invoices
  • Received Payments
  • Customer Refunds


  • Sales by Customer Summary
  • Sales by Customer Detail
  • Sales by Item Summary
  • Sales by Item Detail
  • Online Sales by Customer Summary
  • Online Sales by Item Summary
  • Online Sales Items
  • Online Orders
  • Online Sales Receipts

Vendors and Payables

  • A/P Aging Detail
  • Vendor Transaction History
  • Vendors
  • Bills
  • Vendor Payments


  • Reconciliation Detail
  • Payments
  • Failed Payments

Employees and Payroll

  • Time Report
  • Employees
  • Time Entries
  • Employee Payments

A report can be modified, but it cannot be saved as a memorized report. Instead, export reports to Microsoft Excel version 10 or higher.

  • + Share This
  • 🔖 Save To Your Account