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What should I send to my bookkeeper?

Using Noona POS is a great way to get all the reports you need in one place, but what do you need to send to your bookkeeper?

Elín Inga avatar
Written by Elín Inga
Updated over a week ago

📊 Overview

Noona POS offers 8 types of powerful reports to help you track your business performance. When it comes to bookkeeping, accuracy and access to the right reports are key.

This guide shows you two options:

  • Send reports manually

  • Create a dedicated bookkeeper account

We’ll walk you through both below!


📨 Option 1: Send Reports Manually

How to Access Reports

  1. Go to SalesReports

  2. Select the report you want to send

  3. Set the date range (top right)

  4. (Optional) Use Advanced Search to filter by staff

📎 Once your filters are applied, click Download Report

Recommended Reports for Bookkeeping

  • Staff Sales:

    Shows revenue earned by each staff member (from services and products)

Use Advanced Search to filter by employee

  • Sales by Payment Method:

    Displays total income per payment type (e.g., card, cash, gift voucher)

Useful for reconciling income


🔐 Option 2: Create a Bookkeeper Account (Recommended)

Giving your bookkeeper access to just what they need means:

  • No need to manually send reports

  • Real-time access to accurate data

  • Controlled permissions for privacy

Step 1: Create a Bookkeeper Role

  1. Go to SettingsRoles

  2. Click + New Role

  3. Name it something like “Bookkeeper”

  4. Base it on Owner or Staff Member (doesn’t affect access in this case)

Step 2: Set Role Permissions

✅ Check ONLY the following permissions:

  • Sales

  • Reports

🔒 Uncheck everything else to ensure restricted access

Step 3: Add the Bookkeeper as a Staff Member

  1. Go to HomeStaff

  2. Click + New Staff Member

  3. Add the bookkeeper’s name and email address

  4. Assign them the Bookkeeper role

  5. Uncheck “Display on calendar” to hide them from bookings

Once saved, they’ll receive an email invitation to log in.

🧾 Your bookkeeper will now have access only to:

  • Sales

  • Reports


And this is what your bookkeeper's account will look like, no calendar available and only able to open up the Sales and Reports:

✅ Bookkeeper View Summary

  • 📂 Access to Sales and Reports only

  • 🚫 No access to client appointments, calendar, or internal notes

  • 📊 Real-time visibility for streamlined accounting


Need Help?

If you’re unsure about setting up permissions or which reports to share, reach out anytime through the chat bubble or email us on [email protected]—we’re here to support you 💬❤️

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