LEARNING SPOTLIGHT : ACCOUNTING AND FINANCIAL REPORTING

AN OPTIONAL UPGRADE TO OUR PREMIUM PLAN ADDS ACCOUNTING AND REPORTING FEATURES INSIDE ONLINE BANKING.

Home base for all business finances.

Every transaction inside a business’ checking account is automatically synced within Autobooks. In addition, other accounts and credit cards can be linked from other financial institutions to an Autobooks account. This means that every transaction will be accounted for.

Features include:

• Connected to your bank account - bank transactions import automatically.
• Import additional transaction data from other bank accounts and credit cards.
• Track income, expenses, sales, and sales tax.
• Create rules to automate bookkeeping.
• Manage tax deductions.
• Share your books with an accountant.
• Manage vendors and vendor payments.
• Create multiple users.

Stay up to date with built-in reporting.

Reports to track business income and expenses make tax time simple. Our budgeting tool is a great way to keep on top of spending and business health.

Enhanced reports include:

• Payment management
• Sales and Sales Tax
• Profit/Loss
• Budget
• Expense/Fee management
• Balance sheets and more!