---
title: How to upload a P&L statement to your listing
description: A guide to transferring P&L data to your listing
---

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# How to upload a P&L statement to your listing

## A guide to transferring P&L data to your listing

Buyers need to see your profit and loss (P&L) statement when evaluating your business. To help, we'll present your P&L data as an annual snapshot, a consistent format that helps buyers quickly grasp your financials. Here's how to upload your P&L to your listing.

Please only upload P&L data in Excel or CSV format.

### Create your P&L

If you don't use accountancy software or it can't export P&L data in an Excel or CSV format, download and complete [this P&L template](https://docs.google.com/spreadsheets/d/1XcO1xY_CuBrr6ZUc3a8HH24_mNlh_9cg/edit?usp=sharing&ouid=110687241084918511344&rtpof=true&sd=true).

When you're finished, save it as an Excel or CSV file, and upload it to your listing (go to **My listing** and then scroll down to the financial snapshot section).

### Export your P&L

#### **Quickbooks Online**

Our CFO Brian Cross explains how to export your P&L in Quickbooks Online.

<iframe src="https://www.loom.com/embed/3761fd005a44426aad671adb1da64539?sid=f1b559ef-429c-44eb-af0b-be7857aee5c4" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

You can also follow the steps below.

1. Go to Reports (left sidebar menu) and click **Reports**.
2. In the Business Overview section, click **Profit and loss**.
3. Display columns by month.
4. Select three whole years plus any closed months in the current period.
5. Click **Run report**.
6. On the top-right of the report, click the **share icon** (looks a bit like this 📥).
7. Click **Export to Excel**.
8. Upload the exported Excel file to your listing.

#### **Xero**

1. In the Accounting menu, select **Reports**.
2. Open the Income Statement (Profit and Loss) report (search if you can't find it).
3. Set a **Date range** for three years plus any closed months in the current period.
4. Click **Update** to run the report.
5. Click **Save as** in either Excel or CSV and then select **Draft**.
6. Upload the saved file to your listing.

#### Sage

1. Go to **Reports**, and then click **Profit and Loss - Standard**.
2. On the Period list, enter the last three years plus any closed months in current period.
3. Click **Calculate** to generate the **Profit and Loss - Standard** report.
4. On the **Export** menu, click **CSV**.
5. Upload the saved file to your listing.

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