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January 27, 2021
Question

How am I seeing a transaction on the transaction report but not under the transaction tab? It shows on my profit loss and my bank.

  • January 27, 2021
  • 1 reply
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I have many transactions I cannot find. They will show up on balance sheet or profit lost and then not be in the list of all transactions?

1 reply

January 27, 2021

I've got you covered in handling your transactions, @support65.

 

First, you won't see transactions such as bank deposits, journal entries, etc. on the Transaction List tab when no vendor or customer names are linked to them. However, you can view them on your bank register and the Profit & Loss or Balance Sheet reports.

 

To isolate this, let's make sure to indicate the names when creating transactions. To do that, click the +New button. Select the transaction you want and ensure to associate a name to it. 

 

Here's a sample screenshot for your visual guide:

 

You can also personalize your reports to get the details that you want. Then, you can memorize them to keep copies for easy future access.

 

I'm a comment away if you need a hand with managing your transactions or reports in QuickBooks. I'd be glad to help you some more.