Financial Reports
2 Docs
Your Profit & Loss (P&L) Report
Last Updated: 10 November 2025The Profit & Loss (P&L) report is your most important report. It gives you a clear answer to the question: “Am I making money?” You can find it under Reports > Profit & Loss. This report shows you: You can run this report for any date range, such as “Last Month,” “Last Quarter,” or “This...
Your Balance Sheet
Last Updated: 10 November 2025The Balance Sheet shows a snapshot of your company’s financial health on a specific day. You can find it under Reports > Balance Sheet. It is broken down into three parts: This report is essential for understanding the overall value of your company.