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Accounting Overview

To provide insights into the financial state of your business, the Toast POS system offers a set of reports that you can use to assess different aspects of business performance. Owners, managers, accountants, and tax preparers can use the reports in the Accounting Overview to evaluate performance for a month, quarter, year, or any other historical timeframe.

Note

The accounting overview reports include transactions completed through two days in the past.

The topics in this section describe how to produce the accounting overview reports and the source of each reported value.

Note

Previously, the accounting overview reports were known as the finance overview reports.