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June 15, 2024

I can see the importance of having a comprehensive view of your income, expense, and gross profit breakdowns in QuickBooks Self-Employed (QBSE), @islandcarpentrym.

 

We can take some troubleshooting steps to ensure that your transactions are saved successfully. I recommend accessing your account using your browser's incognito mode to determine if this is a browser-caused issue. Please use the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If you're able to successfully save it using a private browser, proceed to clear your browser's cache for a fresh start. Additionally, I recommend using other devices and supported browsers to ensure everything works as expected.

 

In addition, to effectively monitor your finances, you can run the Profit and Loss (P&L) report in the Reports tab to ensure that the transactions you've added are accurately reflected.

 

Please ensure to note down the account associated with the transaction, as these will be reflected in the P&L report, rather than the transaction names. Also, when running the report, make sure to select the appropriate date range to obtain the most relevant and accurate information.

 

You can refer to this article to learn more about the list of expense categories in QBSE: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed

 

I'll be also adding this article to help you manage your transactions in QBSE, you can check out this article for more information: Overview of QuickBooks Self-Employed

 

If you have further questions about transactions and reports in QBSE, please don't hesitate to reach out to us here in the Community. We'll gladly help. Take care.