Walkthrough · article 07 of 09

Exporting your monthly
P&L.

P&L tab, monthly bucket, export. The clean monthly hand-off, in three clicks.

Ibrahim Ölmez Ibrahim ÖlmezFounder · nouz · 5 min read · Updated this week
CSV format. The export is a CSV file: every revenue and expense entry from the month, plus the fixed-cost allocations, line by line. Opens cleanly in Excel and most accountant software.

The monthly P&L export is the main hand-off mechanism between nouz and your accountant. Three clicks to download, then you forward it as an email attachment.

01 The three clicks

  1. 1
    Open P&L

    Tab in the left nav (authed app).

  2. 2
    Switch to monthly

    The toggle at the top of the page. Pick the month you're exporting.

  3. 3
    Click Export

    Button in the top-right. CSV downloads immediately.

02 What's in the export

The CSV has four sections:

  • Revenue. Every revenue entry — date, cash, card, tax rate, gross, tax, fees, net.
  • Expenses. Every expense entry — date, category, amount, note.
  • Fixed cost allocations. Each active fixed cost's monthly equivalent.
  • Summary. Total gross, tax, fees, net, COGS, variable costs, fixed cost, EBIT.

03 What to send

Most accountants want the raw CSV — they'll re-import it into their system. If yours wants a PDF instead, open the CSV in Excel / Google Sheets and use "Save as PDF" from there. The data is what matters; format is incidental.

04 Expecting divergence

Expect divergence from the accountant's books. Your nouz P&L is daily-allocation based. Your accountant's P&L is accrual / depreciation based. The numbers won't match exactly — that's explained in Why your nouz P&L won't match your accountant's.

When you send the first monthly export, give your accountant a heads-up: this is operational P&L (decision-making), not legal P&L (tax filing). They'll use it as a reference but compute their own numbers their own way. The two views should net to similar totals over a full year, with shorter-period differences expected.

Was this article helpful?

Your vote helps us decide what to write next.

Still stuck? Email support@nouz.co — a founder replies, usually the same business day.