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January 22, 2021
Question

How do I add a sale to my profit and loss report

  • January 22, 2021
  • 1 reply
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1 reply

January 22, 2021

Hi alan-riggall

 

The sales are linked to the profit and loss via the product/service selected - the sales income account is designated on the product/service itself.

 

You can check of edit the income account that your products & services are posting to by going to Sales > Products and Services > Select 'Edit' against a P/S listed > View the 'Income account'.

 

To post to the PL, raise a sales invoice or sales receipt (+ New > invoice, + New > sales receipt) with the product/service selected. If you're on cash-based accounting, you'll need to mark the invoice as paid before this posts to the PL.

 

Please get back to us below if you have any questions 🙂