What if My Accountant Can't Use Solar Accounts?

If your accountant can't use Solar Accounts for any reason, you can still send your financial data to him or her. To do this, click menu Window > Reports, then select each of the following reports and export it to a spreadsheet:

Note that the report dates can be edited by clicking the 'Configure' button next to the report title.

To export a report to a spreadsheet, click menu File > Export To > Microsoft Excel Spreadsheet. For details of how to send these spreadsheet files by email, click here.