How do I view my client’s profit and loss report?

Your clients can view a profit and loss report from their Countingup app. Our Accountant Hub - the Reports feature - adds a live profit and loss report that you can access alongside your client’s statements, receipts, and bookkeeping records. As their paired accountant, you can access this report in real-time.

To view your client’s profit and loss report follow these steps: 

1. Sign in to the Accountant Hub
2. Select the client whose report you wish to view
3. Click the ‘Report’ tab at the top of the screen
4. Click the ‘Profit and Loss’ option
5. Use the dropdown menu under the client’s name to select the time period you wish to view
6. Click ‘Apply’