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December 11, 2021
Question

Is there a way to get my income from before I started my QB account to show up in my P

  • December 11, 2021
  • 2 replies
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I started my QB account in August of 2021and, for some reason, it doesnt show my income or transactions from before August. It only shows money in and money out from August to now.

2 replies

December 12, 2021

It’s nice to see you in the Community, michael-alpinesp.


I recognize how important for your business to see the income for the previous months up to the current period. This will help you easily track your financial records. Let me guide you in the right path on how to resolve your concern.


QuickBooks Online is a diary of your business that keeps track of what’s happening to your actual transactions. We’ll have to make sure the entries (income) from the prior period are recorded in the account. This way, you’ll see them when running the Profit and Loss report.


For detailed instructions, check the following reference: Enter historical information. Then proceed directly to the Ways to enter past sales and A/R transactions section.


Please know that the date and accounting methods affect how the data are reflected in the report. Make sure to set the correct date range and method when building reports.


You can read this article for additional information: Choose between cash and accrual accounting methods in QuickBooks Online. It includes instructions on how to change the reporting option.


Also, this guide will walk you through the process of how to customize financial reports. The article contains screenshots to help easily follow the steps.


Feel free to leave a comment below if you still have concerns about your income. I’m always ready to lend a helping hand. Have a great weekend.

Fiat Lux - ASIA
December 12, 2021

@michael-alpinesp 

Prepare your income data as Sales Receipts with the following template

RefNumberCustomerTxnDateShipDateShipMethodNameTrackingNumLocationClassBankAccountPaymentMethodPaymentRefNumberBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgCurrencyExchangeRateBillEmailToBePrintedToBeEmailedShipAmtShipItemTipAmtDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020     CheckingCheck20013110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!  [email address removed]NY    0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/2020     CheckingCashpaid cash9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!  [email address removed]YN       Y Software1 Year Warranty125  TAX

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo