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March 2, 2023
Question

I have changed categories for some items. They do not show as updated.How can I see a report with accurate categories?

  • March 2, 2023
  • 1 reply
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1 reply

MaryLandT
March 2, 2023

I'm glad to see you here in the Community forum, myfsnotes-gmail.

 

Let's make sure you click the Save button after changing the category of the item to see the new one. Please see the attached sample screenshot below for your visual reference.

 

 

Once done, you can run the Profit and Loss report to see how QuickBooks organizes the income and expenses. Here's how:

 

  1. Go to Reports from the left menu.
  2. Filter the date, then click View.
  3. Click the amount to see which transactions are posted to the specified category.
  4. It looks like this after you click the amount.

 

You can go back to the Profit and Loss page, then click the Email, Print, or Download button to get a copy of the statement.

 

I'm adding this article to help you categorize download bank transactions and see how QuickBooks matches them to the line in Schedule C.

 

 

Let me know if there’s anything else I can do for you. You're always free to leave a comment below. I’m happy to help. Enjoy the rest of your day.