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How to view and export your Profit & Loss Statement (P&L)

Maria avatar
Written by Maria
Updated over 4 months ago


How to view and export your Profit & Loss Statement (P&L)

2. Click "Money" in "Finances" menu

3. Click "Profit & Loss" tab

4. Your total revenue and expenses for that Calendar year is listed here.
At the very bottom, you’ll see your total revenue, total sales tax collected, total expenses paid and the Gross Margin for that year.

Tip! You can change year using the dropdown at the top right

5. You can also further filter information provided here using "Filter Options"

6. Click "Export Report" to export report in .csv file

7. Click "Export .pdf" to export report in .pdf file


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