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April 15, 2024
Question

Can I customize my profit and loss report to pull sales info from a different transactions report?

  • April 15, 2024
  • 1 reply
  • 0 views
The sales info its currently pulling from my bank is causing deposits to be recorded as additional sales instead of Sales Receipts and Invoices only.

1 reply

April 15, 2024

Thank you for reaching out regarding your QuickBooks Online P&L report. I'll share information that could help you get through this.

 

You'll want to ensure that all sales transactions are posted properly in the income account to include them in the report. Double-check the account posting of your transactions and items to make sure they are in the right income account. It will guarantee that your P&L report precisely represents your business's financial performance.

 

I'm adding these articles you can use in the future:

 

 

If you have any further questions or concerns, please do not hesitate to let me know. Best regards!