If you’re not sure what the profit and loss report is for, see About the Profit and Loss.
- Go to Reports, then click Profit and Loss - Standard.
On the Period list, click the period you want to report on.
If you choose This year or Last year, the values that appear are for the calendar year. If you’ve entered your financial year end date in Accounting Dates & VAT, you can also produce the report for the current or previous financial year. Read or Set up financial year, accounting dates and VAT article for more information.
Click Calculate to generate the report.
NOTE: To view how the values are calculated for a particular ledger account, click the relevant line. This takes you to the Nominal Activity Report and shows the transactions for this account in the specified period. If you want to view details of a transaction, click the individual entry. To return to the Profit and Loss Report, click back on your browser menu bar.
- To save or print the report, on the Export menu, click one of the following options:
CSV – Depending on your Internet browser, the file automatically downloads to your Downloads folder or you’re prompted to save the file. If prompted to save the file, browse to where you want to save it, then click Save.
PDF – The PDF opens in a new window or tab and you can then print or save it from your browser menu.