Deline

See your profit and loss

The profit and loss shows what the business earned and spent over a period, account by account, and the net profit. Download it for your accountant or your bank as Excel, CSV, or the accountant pack.

  • L1 · Everyday
  • WhereSpain, Cyprus
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Before you start

  • Your books are set up. Invoices and bills post to them automatically; anything still waiting is in Daily work → Posting queue.

Steps

  1. Open Reports from Books.

    Profit and loss opens first, from 1 January to today.

    Step 1: Open Reports from Books.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Choose Profit and loss and the dates.

    Change From and To for another period, or Compare with a previous period. Basis switches between accrual (by invoice date) and cash.

    Step 2: Choose Profit and loss and the dates.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Check revenue, expenses and net profit.

    Open a group to see each account. Net profit is revenue minus expenses.

    Step 3: Check revenue, expenses and net profit.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Press Export and choose Download Excel.

    Download accountant pack adds the trial balance and journals for the same dates in one workbook.

    Step 4: Press Export and choose Download Excel.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • An invoice is missing: it waits in Posting queue (for example, the accounts for sales and VAT are not chosen yet).
  • The figures changed after you downloaded: each download is pinned to the journals posted at that moment; download again after new postings.

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack).