Profit and loss, balance sheet, trial balance
The standard reports for any period of your financial year, ready to print or hand to your accountant, plus the general ledger and every transaction.
The reports
Where in the app: Accounting → Reports
| Report | Shows |
|---|---|
| Profit and loss | Income, cost of goods and expenses for a period, with gross profit |
| Balance sheet | What the company owns and owes on a day, and its equity |
| Trial balance | Every account's balance on a day; debits equal credits |
| General ledger | Every line on every account in a period |
| Accounting transactions | Every entry in a period |
| Your stake | What you put in, took out, and the company is worth |
| Sales tax | Collected, claimable and owing for each filing period |
Periods come from your financial year: this year, last year, quarters, months, the last three financial years, or any dates. Every report prints.
Not yet
- Comparing periods side by side (last year, last quarter).
Read next
Your stake: what you put in, took out, and the company is worth
The owner's view: money you put in, money you took out, what the company is worth today, and whether you're up or down overall, year by year.
Read the guideTax collected, tax you can claim back, and what you owe or get back, for each filing period your registration sets.
Read the guideLock everything up to a date so nothing can be posted, changed or removed in a finished period. Usually the end of a financial year or tax filing period.
Read the guideChannel profit: what each marketplace really makes
A column per marketplace, in its own currency, from sales down to profit after fees, ads, cost of goods and your own costs. All channels together in your main currency.
Read the guide