If you have bookkeeping in your Onsite account, you can open your financial reports from Reports and find your accounting entries in the Journal. The table below lists the reports in each category.
Open a report
Select Accounting > Reports.
Expand the report category you need.
Select the report.
Reports by category
Important: Reports named after tax forms, such as Schedule C or Form 1120, don't mean Onsite files your tax return.
Category | Reports |
Accounting | Profit & Loss; Balance Sheet; Cash Flow Statement; Trial Balance |
Income and Invoices | Income Analysis; Accounts Receivable Aging |
Expenses and Bills | Expense Analysis; Accounts Payable Aging; Time & Task Analysis; Mileage Analysis |
Taxes | Schedule C; Form 1065; Form 1120-S; Form 1120; T2125; Tax Details for Filing |
Find a journal entry
The journal lists your accounting entries. Here's how to find an entry and open the trial balance.
Select Accounting > Journal.
In the search field, enter a search term.
Select Filters to narrow the list.
In the year selector, choose the reporting year.
To see the trial balance, select View Trial Balance.
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