Help Center / Bookkeeping / Quick start

Read your P&L and balance sheet

What your Profit & Loss and Balance Sheet show, and how to click through to where a number came from.

⏱ 3 min read

Step by step

1. 
   1

   Open Accounting in the sidebar, then Profit & Loss.
2. 
   2

   Profit & Loss shows money earned minus money spent, for the dates you pick.
3. 
   3

   Click any amount to see the entries behind it.
4. 
   4

   Click an entry to open the invoice or voucher it came from.
5. 
   5

   For the Balance Sheet, open Accounting, then Balance Sheet.
6. 
   6

   Balance Sheet shows what the company owns and owes on one day.
7. 7

   Numbers only include approved documents.