Run Both Cash & Accrual Reports
under review
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Lisa Shelby
I would love to be able to have Keeper run both cash and accrual reports for clients... I have some that are cash basis for tax filing so I run cash basis financials, but it is also definitely beneficial to see and review the accrual financials each month with them so they can see their actual invoiced sales and A/R. I currently run both cash and accrual reports and would love it if Keeper could do this as well! :)
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Hannah Acay
Post was marked as under review back in 2022... My clients really need/benefit from being able to compare billed vs received and the best way to do that is running both reports side by side. Would love to see this feature added
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Rebekah Hesser
Several clients of mine could also benefit from this. If you add a button where it says "Accrual Basis" where we could toggle between, we'd be ecstatic.
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Dandi Holec
We also have several clients who need to see both cash and accrual reports (specifically Balance Sheets and P&Ls) and would really like to be able to add these to the monthly financial reports without having to download from QBO and merge into Double's month-end report. Please add this feature!! :)
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Ben Stein
updated the status to
under review