Getting started 8: Reports
Find your profit and loss, balance sheet and who owes you.
Updated Nov 11, 2026
# Getting started 8: Reports
Every report is built from posted entries. Drafts are not included.
- Open Reports.
- Choose a period or a date.
- Start with Profit and loss (did you make money?), Balance sheet (what you own and owe on a day) and Who owes you (what customers still owe).
- Export a report as a PDF or a spreadsheet to send to your accountant.
Month end is easier with the month-end checklist.
Next: Getting started 9, Add people and devices.