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.

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.

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.

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.

Still need help?

Search the help center again or contact us at support@acquire.com.