The Profit & Loss (P&L) report gives you a clear picture of your business’s financial health.

Viewing your P&L

  1. Go to Reports → Profit & Loss
  2. Select the date range
  3. View your income, expenses, and net profit

What’s included

  • Total income — All recorded business income
  • Total expenses — Broken down by IRS category
  • Net profit — Income minus expenses (this is what goes on your Schedule C)

Exporting

  • Click “Export” to download as PDF or CSV
  • PDF includes visual charts for easy review
  • CSV is useful for sharing with your accountant