Reports

Common questions about report date ranges, exporting transactions, and 990 filing.

Answers to the reporting questions our support team hears most often. For other topics, browse the rest of the Troubleshooting section, or see Getting Help.

My annual report shows $0. Why?

Check the date range — financial reports are driven by your fiscal year, so a report run against the wrong start date (say, January 1 for a July–June organization) can come back empty. Set the range to your fiscal year start. See Understanding Your Fiscal Year.

Can I export all my transactions at once?

Journal entries export per account, not in one combined dump — run the export from each of your bank accounts and you’ll have every entry, since every transaction touches at least one of them. See Data Import & Export.

Does BeeKeeper handle our 990 filing?

Form 990-N and 990-EZ preparation and e-filing are included in your subscription at no extra fee. See Form 990-EZ Tax Preparation.


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