It is difficult for a business manager to manage his business without up-to-date accounting and financial information.
In the past, you had to ask your accountant for the monthly documents you wanted each time.
Thanks to Quickbooks and the short closing offered by Blendy, you can access all your financial data in real time (and it will be up to date!).
To optimize your management, QuickBooks provides you with various documents (reports) allowing you to follow the evolution of your company. For example, an income statement, business volume per customer, unpaid supplier invoices, etc.
The procedure for consulting them is very simple:
Generate the desired report the first time:
Income statement
Late customer or supplier invoices (aged balance available)
Etc.
Customize your report: dates, columns, filters, and other options
Save your custom report and give it a name
Find your report in the “My custom reports” list and click on “Edit”
You can now program an automatic sending of this report by email : frequency, start and end date of the automatic sending program, email address(es), and possibility of attaching the report under Excel format.
The short closing offered by Blendy, tools like Dext and QuickBooks are a real competitive advantage for business leaders.
Contact us to find out how we support our clients to strengthen the profitability and growth of their business!
With Blendy , French digital accountant take advantage of digital accounting to accelerate your finance process and develop your business.
Pennylane , Dext , QuickBooks and Stripe experts, we support digital and IT service companies, e-Commerce, SaaS, SMBs, in France and internationally.