If you’re not sure what the profit and loss report is for, see About the Profit and Loss.

1. Go to Reports, then click Profit and Loss - Standard.

2. On the Period list, click the period you want to report on.
    TIP: Choose This year or Last year for calendar values, and set financial year-end for specific years. 

3. Click Calculate to generate the report.
    TIP: Clicking on a ledger links to the Nominal Activity report for transaction details. Return to the Profit and Loss: click 'Back' on the browser.
   

4. To save or print the report, on the Export menu, click one of the following options:
   • CSV - Files download to Downloads or prompt to Save, based on browser
   • PDF - PDFs open in a new window/tab; print or save from your browser menu

About the Profit and Loss

Set up financial year, accounting dates and VAT