How to Download a Profit & Loss Statement in Hello Bonsai

Learn how to filter by date and download an accountant-ready Profit & Loss (Income Statement) PDF in Hello Bonsai.

May 21, 2026 By Jessica Richmond

Generate a Profit and Loss (Income Statement) report to review your business finances or share with your accountant. This guide covers how to filter your financial data by specific date ranges and export a clean, formatted document.

This process applies to business owners, freelancers, and finance administrators using Hello Bonsai to manage their bookkeeping.

Navigate to Your Financial Reports

Step #1: Click More in the left-hand navigation sidebar. — Click **More** in the left-hand navigation sidebar.

Step #2: Select Bookkeeping under the Finance section. — Select **Bookkeeping** under the Finance section.

Step #3: Click Profit & Loss Statement in the Financial Reports sidebar. — Click **Profit & Loss Statement** in the Financial Reports sidebar.

Filter by Date

Your statement will load automatically, but you should adjust the timeframe to fit the exact period you want to review (such as a specific month or quarter).

Step #4: Click the date range selector at the top of the report. — Click the date range selector at the top of the report.

Step #5: Select your start date from the calendar overlay. — Select your start date from the calendar overlay.

Step #6: Select your end date to finalize the reporting timeframe. — Select your end date to finalize the reporting timeframe.

Export the Statement

Step #7: Click the Download button at the top right of the report. — Click the **Download** button at the top right of the report.

Step #8: Select Profit & Loss PDF from the dropdown menu. — Select **Profit & Loss PDF** from the dropdown menu.

While you can download the report as a CSV (comma-separated values) to import raw data into a spreadsheet program like Excel, the PDF format is probably better to send to the accountants.

Step #9: Click the green Download button in the modal to save the file to your computer. — Click the green **Download** button in the modal to save the file to your computer.

FAQ

Q: Should I download the statement as a CSV or a PDF?

A: If you are preparing this statement to hand over to an accountant, download it as a PDF. A CSV exports a raw list of numbers meant for an Excel spreadsheet, whereas the PDF preserves the formal, structured layout of an income statement.

How to Download a Profit & Loss Statement in Hello Bonsai

Learn how to filter by date and download an accountant-ready Profit & Loss (Income Statement) PDF in Hello Bonsai.

May 21, 2026 By Jessica Richmond

This process applies to business owners, freelancers, and finance administrators using Hello Bonsai to manage their bookkeeping.

Navigate to Your Financial Reports

Filter by Date

Your statement will load automatically, but you should adjust the timeframe to fit the exact period you want to review (such as a specific month or quarter).

Export the Statement

While you can download the report as a CSV (comma-separated values) to import raw data into a spreadsheet program like Excel, the PDF format is probably better to send to the accountants.