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P&L, Balance Sheet & CPA Reports

Your books in MarineOps and what to hand your accountant.

Included in: Pro plan and up

On this pageProfit & Loss For your accountant Already use QuickBooks?

On the Pro plan and up, MarineOps keeps real books behind the scenes. Every paid invoice, payment, part cost and expense is recorded to a ledger automatically, so you can pull a profit and loss statement, balance sheet or tax summary any time — no data entry.

Profit & Loss

Open Reports → P&L Statement and pick the date range. You'll see:

Revenue — labor, parts and shop supplies
Cost of goods sold — what the parts you sold cost you
Gross profit
Operating expenses by category — rent, wages, insurance and so on (from Expenses)
Net income

Profit and loss statement — Reports → P&L Statement.

For your accountant

Report	Use it for
Tax Summary	Year-end numbers laid out for your tax return
Quarterly	Quarterly estimated taxes
1099 Filing	What you paid each contractor, for 1099s
Trial Balance	Every account's balance — your accountant's starting point
Balance Sheet	What the business owns and owes on a date
General Ledger	Every transaction, account by account

Give your bookkeeper their own login with the CPA / Accountant role (Adding Staff). They see invoices and financial reports without being able to change repair orders.

Already use QuickBooks?

You can keep using it — MarineOps sends your invoices there (see QuickBooks Online). Many shops keep QuickBooks for payroll and taxes while running everything else in MarineOps.

← PreviousReports Overview Next →QuickBooks Online

Still stuck? Send us a message (or email [email protected]) and tell us what you were trying to do — we answer within one business day.