Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
January 31, 2021
Question

Profit & Loss Report

  • January 31, 2021
  • 10 replies
  • 17 views

Hello 

 

I just did my bank reconciliations on Quickbooks Desktop 2019 and then I ran my P&L statement and none of the cleared checks are in the P&L. I did a back up and also restarted the software and there still no where on the report. I even made sure that reconciliation saved and it did because all the checks that cleared the account have cleared check marks on the items.

 

please help I need this report so I can finally submit my findings to the board.

10 replies

MarsStephanieL
Level 6
January 31, 2021

Hello there, @Soccertreasurer.

 

I appreciate the details you've shared. I'd be happy to show you what report you can use to present the cleared checks.

 

You may run Check Detail Report and include Cleared checks in the filter. I'll show you how to do that.

 

  1. Go to the Reports menu and select Banking.
  2. Choose Check Detail.
  3. Click the Customize Report, then go to the Filters tab.
  4. Search Cleared in the Filters box.
  5. Select Yes and OK. This is how it looks like:

 

I've added this article in case you'll bump into any reconciliation issues in the future: Fix issues when you're reconciling in QuickBooks Desktop.

 

You can always get back in this thread if you need further assistance or if you have other questions. I'd be glad to be a part of your success.

January 31, 2021

Thanks for your reply. I already knew how to run a checks cleared report, the problem that I am facing is that my Profit & Loss report doesn't show the checks that cleared my account in Jan but it did on  report that it did in December.

 

I feel like every time I get used to this software it throws a wrench in the works. I don't have the time to figure problems  out every time QB doesn't give me what it used to the time before.

 

Feeling frustrated.

Level 8
February 1, 2021

I can help you sort it out., @Soccertreasurer.

 

For you to clear the checks in January, you can change the Date in it.

 

You can run the report suggested by my colleague. From there, select the check in question and then change the Date. Ensure to save it afterward.

 

Adjust the reporting period of the Check Detail report to January.

 

Then go to the bank register to mark the payment as cleared (✓). You can then rerun the Profit and Loss report.

 

I'll be adding these references in case you need them again in the future. It shares insights on how to filter reports and memorize them:

 

Let me know if you have other QuickBooks concerns. I'm always around to help. Have a great day!