How to generate a Client and Vendor list/report with addresses

QUESTION:

CRA has requested reports for an audit. We need a master list of Vendors and a master list of Customers that include addresses. Where do I find those reports?

RESPONSE:

For generating a client list, you can use the "Client and Matter List" report located under the Client/Matter section. This report includes various filters to help you customize the information you need. For more details on how to apply these filters, please refer to the attached documentation:

Clients and Matters List based on Status With or Without Address

To generate a vendor list, you can use the "Vendor List" report found under the Accounting > Lists section. This report also includes filtering options to help you refine your results as needed.