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EZ6
October 16, 2023
Question

P&L statment not showing all expenses

  • October 16, 2023
  • 1 reply
  • 0 views

My P&L statement is not displaying all of my expenses, how can I add my expense to the report? 

1 reply

S
ShyMae
October 16, 2023

Welcome to the Community space, @EZ6. 

 

Reviewing the reporting date and accounting method when running a Profit and Loss Report in QuickBooks Online (QBO) is essential. Doing this will help you ensure accurate financial reporting. 

 

Let me guide you on how to change your reporting date. Here's how:

 

  1. Go to Reports.
  2. Select the Profit and Loss report.
  3. Select Customize.
  4. From the report period dropdown, select your preferred report period. 
  5. Set the accounting method to either "Accrual" or "Cash." 
  6. Click the Filter.
  7. From the Distribution Account dropdown, choose All Income/Expense Accounts.
  8. Select Run report.

 

If you're still having trouble, you may want to try using a private browser. Here are some keyboard shortcuts you can use:

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari.
  • Ctrl + Shift + P for Microsoft Edge.


Additionally, I recommend clearing your cache. This allows you to refresh the website preferences, which may be causing problems when using QBO.

 

Check out these articles to track your financial standing and learn how customization works in QBO: 

 

Feel free to reach out anytime if you need help in managing and running your reports in QBO. We're always around to lend a hand. Keep safe!

E
EZ6Author
October 18, 2023

I'm not having trouble with the reporting date. My P&L statement is not accurate (not displaying all expenses) and I need to know how to edit it.

R
ReymondO
October 18, 2023

Thank you for responding, @EZ6.

 

I appreciate your participation in this conversation, and I'm here to provide further assistance regarding the issue with your P&L report.

 

The way your transactions appear on the report depends on the filter you've chosen. If your expenses are visible in your bank's registers but not on the report, I recommend following the steps mentioned by my colleague above.

 

If the expenses aren't included in your register, it's possible that you haven't entered them in QuickBooks yet or they may have been accidentally deleted by someone with access to your QBO account. To confirm, you can review your audit log and reenter the transactions. 

 

If they're showing in your register and you've already followed the suggestions above, I'd suggest getting in touch with our QuickBooks Team. This way, they can review your account and help you identify the possible cause of the issue. You can connect with them by following these steps:

 

  1. Go to Help (?).
  2. Select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.


In addition to customizing reports, you can memorize them to save your customized settings. 

 

Feel free to reply in this thread if you require additional assistance running reports in QuickBooks Online. We'll be excited to have you back and assist you further. Take care!

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