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October 25, 2024
Question

How can I add internal bank transfers to P&L report?

  • October 25, 2024
  • 1 reply
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1 reply

MorganB
October 25, 2024

Good morning, treasurer-joliet.

 

Thanks for joining us here in the Community. I'm here to provide some info about adding bank transfers to the P&L report in QuickBooks Online.

 

The Profit and Loss report is used to view transactions that fall under either income or expense. An internal bank transfer wouldn't necessarily fit in one of those categories. However, if you still need the transfer to show on the report you may consider a journal entry

 

I recommend reaching out to your accountant to be sure of the next steps moving forward and whether or not the transfer should be on the P&L report. If you don't currently have an accountant, you can find one in your area specifically trained in QuickBooks by searching here: Find a ProAdvisor.

 

If you need a hand with anything else please don't hesitate to reach back out. The Community always has your back!