To view your Profit and Loss reports, please follow the steps below:
- Go to 'Reports' from the menu on the left-hand side of the dashboard
- In the 'Accounting Reports' box on the right-hand side, click 'Profit and Loss'
- Click 'Show Filters'
- In the 'Bank Activity Transactions', notice that the Proft & Loss report has two modes: one to view the report excluding "unreviewed" transactions (by default) or one to view it including them
- Click 'Add Period' to select your dates
- Your Profit and Loss report will appear and you can download it in PDF or Excel format and send it to your accountant. Alternatively, you can invite your bookkeeper or accountant to view your P&L by following the instructions in How can I invite my accountant or Bookkeeper?