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December 19, 2021
Question

How do I download a copy of my transactions proving income so that I can get a car loan

  • December 19, 2021
  • 1 reply
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1 reply

Angelyn_T
December 20, 2021

Hi there, Jennylynne. I can guide you on how to download a copy of your transactions in QuickBooks Self-Employed (QBSE).

 

In QBSE you can use the Profit and Loss report to download your income entries. Here's how:

 

  1. Sign in to your QBSE account.
  2. Click on Reports at the left pane, then select Profit and Loss.
  3. Filter the date of the data you want to open, then select View.
  4. Tap on the total amount from the Income section.
  5. Select Download.
  6. The data will be downloaded to Excel, you may print the entries from there.

 

You can also achieve the same goal by going through the Transactions menu.

 

  1. From the Transactions page, filter the transaction type and the date. 
  2. Tap on the Download icon.

For more tips, while running your financial reports in QBSE, you can open this link: Run balance sheet and profit and loss report to managing your business.

 

Just in case you need help with categorizing your QBSE transactions in the future, you can use this article as your guide: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you have any other queries about getting a copy of your QBSE transactions by adding a comment below. I'm always here to help. Have a good one!