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Aug 19, 2021 7:52 PM UTC
Question

Does anyone know why I can't see any transactions for November

When I run a profit and loss report there's only a few hundred pound showing and no transactions in banking

1 reply

Aug 20, 2021 12:36 AM UTC

I’m here to share some insights with you, Sarah.


When running the Profit and Loss report in QuickBooks Online (QBO), you’ll want to make sure the date period is correct. Also, the transactions should fall in November. This way, the amounts will reflect as part of the income or expense.


If you’re using cash accounting, please know that revenues and expenses are recorded when cash is received and paid. This means that transactions will count as profit or loss when they’re settled. Otherwise, you’ll want to review your transactions using the Audit log to verify.


Here’s how:

 

  1. Select the Gear icon, then choose Audit log under Tools.
  2. Click the Filter button.
  3. Select the user, date, and event.
  4. Select Apply.


You’ve mentioned that no transactions in your banking. You mean there are no downloaded bank transactions for November?


If that’s the case, you can manually import them into QBO. Just sign in to your bank or credit card's website to get the entries. Then you can follow the outlined steps below to upload.

 

  1. Go to the Banking menu, then select Banking.
  2. Click the blue tile for the account you want to upload the transactions into.
  3. Select the Link account ▼ dropdown, then Upload from file.
  4. Press Select the files, then Next.
  5. Follow the onscreen instructions to complete the process.


You can use this detailed guide for more information about importing transactions: Manually upload transactions into QBO. It also contains steps to categorize and match entries.


Please let me know if you need further assistance with your report and transactions. You can always count on me. Take care!