How do I share my overall sales and revenue to my accountant? 

You can invite your accountant to Zoho Books as a user with appropriate user roles and permissions. Your accountant will be able to view reports and perform the year-end accounting. To provide access to your accountant:

  • Go to Settings in the top-right corner.
  • Navigate to Roles under Users & Roles.
  • You will have a predefined role named ‘Accountant’. If you want to configure it according to your preference, click Clone next to the role. Fill in the necessary details, check the permissions that you wish to provide to your accountant.
  • Click Save.
  • Go to the Users tab and click Invite Accountant and fill the required details in the pop-up that follows.
  • Click Send.

The invite will be sent to the accountant via email. As soon as they accept the invite, they can access your Zoho Books organization.

If you do not want your accountant to have direct access to your organization, you can export the Sales by Customer report and the Payments Received report to share it with your accountant. To export these reports:

  • Go to Reports in the left sidebar and select the report which you want to export.
  • Select the Date Range in the top-left corner for the period you want to export the report.
  • Click the Export As dropdown and select the desired format.

Once the file gets exported, you can share the report with your accountant.

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