Balance report

The balance report gives you an overview of your business performance. All amounts are net amounts.
The balance report shows a summary of your income and expenses.
The balance report shows a summary of your income and expenses.
Tha balance report displays:
  • Total sales amount – Your net sales. The total amount invoiced during the period minus tax and refunds. This is displayed in your accounting currency.
  • Total expenses – Your total expenses. The total amount registered in your Quaderno account as expenses for the given period.
  • Profit – Total sales minus total expenses.
You’ll also see a month-by-month breakdown of your sales and expenses, separated by currency.
To download your balance report, just follow these steps:
  1. In your Quaderno account, open the balance report.
  1. By default, you’ll see the report for the current quarter. Select the period you’d like to see in the report.
  1. Go to ... and select the option Export as CSV.