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Books

Step 1 of 3
Open Books, then choose one from the list
1Open Books, then choose one from the list

In the side menu, click Books, under ACCOUNTS. Books opens on a list. Search it or scroll to find the one you want, and click it.

Documents

What Books prints, made from the same example as the steps above.

  • PDFProfit and LossMore, then Export, then Profit and Loss (PDF), for 2026-02-01 to 2026-02-28: the sample business's books, as the server writes them from its posted journals.2 KBOpenDownload
  • PDFBalance SheetMore, then Export, then Balance Sheet (PDF), as at 2026-02-28: the sample business's books, as the server writes them from its posted journals.3 KBOpenDownload
  • PDFTrial BalanceMore, then Export, then Trial Balance (PDF), for 2026-02-01 to 2026-02-28: the sample business's books, as the server writes them from its posted journals.5 KBOpenDownload
  • PDFTax ReportMore, then Export, then Tax Report (PDF), for 2026-02-01 to 2026-02-28: the sample business's books, as the server writes them from its posted journals.2 KBOpenDownload
  • PDFAged DebtorsMore, then Export, then Aged Debtors (PDF), as at 2026-02-28: the sample business's books, as the server writes them from its posted journals.2 KBOpenDownload
  • PDFAged CreditorsMore, then Export, then Aged Creditors (PDF), as at 2026-02-28: the sample business's books, as the server writes them from its posted journals.2 KBOpenDownload
  • PDFCash UpMore, then Export, then Cash Up (PDF), for 2026-02-27 to 2026-02-28: the sample business's books, as the server writes them from its posted journals.3 KBOpenDownload
  • PDFStock ValuationMore, then Export, then Stock Valuation (PDF), as at 2026-03-02: the sample business's books, as the server writes them from its posted journals.2 KBOpenDownload