Reports
Understanding Profit & Loss Reports
Revenue minus cost of goods minus expenses equals profit.
The Profit & Loss (P&L) report tells you what you actually earned after costs.
When to use this
Monthly to make business decisions, to see if prices are high enough, or before applying for a loan.
Step-by-step
- Open Reports > Profit & Loss.
- Pick period. Month, quarter, custom range.
- Review lines. Revenue, cost of goods sold, gross profit, expenses, net profit.
- Drill down. Tap a line to see the details.
Common issues
- Gross profit looks too high: some products have no cost price set. Fix them under Products.
- Net profit off: log all expenses in Expenses for accurate numbers.
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