Running Accounting Queries
You can use Compass-360 to run queries for bookkeeping reconciliation.
- Navigate to the Queries module and select the query you would like to run. A few queries you might consider using follow:
- Income: Received This Year.
- Income: Received This Month.
- Income: Between Dates Received.
Info: Please look through the Income section in the Queries module for other queries that might be helpful to you.
- After selecting the query you would like to run, click Run Query.
- The resulting list of income records will be displayed. Click the Export Data button to export these income records to Excel.
- On the Export Options page, you will be able to select the data that you would like to export for each income record. Select those items and click export.
- The income records will be exported. You can use this spreadsheet to reconcile with your accounting numbers as needed.
