To provide your bookkeeper with the necessary transactions for the month, the Financial Details Report is the best option, found in the Reports/Financial section of your Core account. Here's how to configure and download the detailed transaction list they’ll need:
Steps to Access and Configure the Financial Details Report:
Navigate to the Financial Details Report:
Go to the **Reports** section of your Core account and select **Financial**.
Select the Details Report:
This report provides a detailed breakdown of transactions, ideal for bookkeeping purposes.
Choose the Date Range:
By default, the report will be set to "This Month," showing all transactions completed in the current calendar month.
To customize the date range:
Click on "This Month" and select "Custom".
Use the calendar to specify the exact start and end dates required.
Update the Report:
Once you’ve selected your date range, the blue refresh button will highlight.
Click it to update the report screen with the selected transactions.
Download Transaction Details:
Once the report has refreshed, scroll to the Transaction Details section.
Click the three dots in the upper right corner of the report to download the data to a spreadsheet.
By following these steps, you'll generate the most accurate transaction list for your bookkeeper on a monthly basis.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
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