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August 29, 2022
Question

Why does my P&L Detail report lag my Bank Transactions?

  • August 29, 2022
  • 1 reply
  • 0 views
I can see revenue transactions in Banking that are imported from my bank account. However, I don't see those transactions in my P&L Details. Why would that be?

1 reply

MJoy_D
August 29, 2022

I'm here to share some information about missing transactions from your report, @perry-gard-halcy.

 

It can derive from the date and filter that you set in the report. The Profit and Loss Detail report in QuickBooks Online (QBO) shows a detailed view of your income, expenses, and net income. It also depends on how you categorize these bank transactions.

 

After reviewing and categorizing your bank transactions, run your report and check the filter that you set. For detailed guidance on how to customize the filter section, check out this article: Customize reports in QuickBooks Online.

 

To find those income and expense transactions that are missing from your profit and loss report, refer to this article: Why are my income and expense transactions missing from my Profit and Loss report?.

 

Once you're done, memorize the report to save it with its current customization settings. See this article for your reference: Memorize reports in QuickBooks Online.

 

Let me know if you need further help in running your report. I'm always glad to help in any way I can. Take care and have a wonderful day!