Review Profit and Loss reports

Profit and Loss

1. Open Reports > Profit & Loss.
2. Choose a Period or enter From and To dates.
3. Review account sections, totals, and Net Income.
4. Select an eligible account row to open transaction detail.

The report uses completed transactions and applicable posted Journal Entry lines. Split transactions contribute through their lines.

Drilldown

Account drilldown shows the transactions supporting that report line. Use it to trace totals back to dates, transaction references, names, amounts, and available source information.

Export and print

Profit & Loss supports the available export menu:

• PDF;
• CSV;
• Excel.

The current report or drilldown determines the exported detail. Print uses the browser print workflow.

Profit and Loss Comparison

1. Open Reports > Profit & Loss Comparison.
2. Choose the comparison Period or custom dates.
3. Review Income, Expenses, Net Income, and changes across the displayed periods.
4. Print when a printable comparison is required.

The comparison page currently provides Print but not the same export menu as the main Profit & Loss report.

Period language

Sole Proprietor reports use calendar-year wording. Corporation reports with valid fiscal settings may use fiscal-year wording. Always check the concrete From and To dates.

Important boundaries

• Profit and Loss does not show raw Pending bank rows.
• A Working Paper has no Profit and Loss effect until a required controlled Journal Entry is posted.
• Reversed entries appear with their reversal so the net accounting effect is zero.