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September 4, 2021
Question

How do I see my income and expenses from 6 April 2020 to April 2021

  • September 4, 2021
  • 1 reply
  • 1 view
No text available

1 reply

LieraMarie_A
Level 8
September 4, 2021

Running the Profit and Loss report will give you the information you're looking for, @gracechoi1-outlo.

 

This report is used to monitor business activity and shows your company's income and expenses during a particular period.

 

Follow these steps to run the report:

  1. Go to the Reports menu.
  2. Select the date drop-down next to Profit and loss and choose Custom date.
  3. Enter 4/06/20 as the start date and 4/dd/21 as the end date. Click Apply.
  4. Then, click View.
  5. You can view the associated transactions for each account by clicking its amount.

 

You can also print or download your reports and transactions.

 

Should you have any follow-up questions about running reports, please come by and ask anytime. The Community is always here to help.