Countingup becomes first business banking app to provide trial balance and balance sheet reports to accountants

20th Feb 2020
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Countingup is delighted to announce the release of a range of some key reports in the Countingup Accountant Hub:

  • Trial balance
  • Profit and loss
  • Balance sheet

The release of these reports makes working with your existing Countingup clients much easier. 

For your sole trader and small limited company clients, these reports mean that Countingup is now the best way of migrating them to cloud accounting. 

You can now download a trial balance for your Countingup clients from the Hub so it's time to start inviting your clients to join Countingup!

How do I access the new reports?

If you select the client whose report you wish to view and then click on the ‘Report” tab at the top of the screen in the Hub you will see that you can now access these reports in the Accountant Hub in real-time alongside your client’s bank statements, receipts and bookkeeping records.

You are also able to select the date range for each of these reports. Once you've selected the date range you can easily download a CSV of each report by clicking the "Export data" button.

Countingup find out more