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info2127
April 5, 2025
Question

My profit and loss statement is missing transactions from my bank. I've verified that linking is working. Does anyone know how I can resolve this issue?

  • April 5, 2025
  • 1 reply
  • 0 views

My profit and loss statement is missing transactions and I've confirmed all that did come through from linking to my bank. Has anyone else had this issue?

1 reply

Rainflurry
Rainflurry
April 5, 2025

@info2127 

 

How do you know they should be on your P&L?  Only transactions assigned to income or expense accounts post to your P&L.  Can you post a screenshot of one of the transactions that isn't showing on your P&L but is listed in your bank register, showing that the account assigned to the transaction is an income or expense account?   

    EduardA
    EduardA
    April 5, 2025

    Welcome to the Community, @info2127!

     

    Rainflurry is correct that only transactions assigned to income or expense accounts will appear on your Profit and Loss (P&L) report.


    You can check the For review tab of your banking page to see if those transactions are listed there. If they don't appear in the For review tab, please ensure that the date range of your P&L report aligns with the dates when those transactions occurred.

    In the meantime, you can manually upload the missing transactions into QuickBooks. Here is an article to guide you through this process: Manually upload transactions into QuickBooks Online.

     

    Additionally, our QuickBooks Live Expert Assisted service is available whether you need assistance from our bookkeeping professionals or prefer a dedicated bookkeeper to handle your finances.

     

    Feel free to reach back out if you have any other concerns regarding your P&L report.

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