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  1. SortMyBooks Online
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  3. Reports

Reports

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In this section you will find various documents giving you step-by-step instructions on performing various tasks on the Reports side of SortMyBooksOnline. If there is anything missing that you would like to see, just let us know and we can create it.

  • How to Copy and Paste Reports to Excel
  • Supplier Statements
  • How to copy from Reports to Excel
  • Tracking the Emailing and Printing of Invoices & Statements
  • Multiple Customer Statements - email and print
  • How do i get the Contact Info to display on the Collectors Report?
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