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usermarinasakerjewel
Level 1

I'm trying to run a Profit & Loss report but it's not adding some of my expenses, for example I have Training as and expense and it doesn't show up

 
1 Comment 1
Kurt_M
QuickBooks Team

I'm trying to run a Profit & Loss report but it's not adding some of my expenses, for example I have Training as and expense and it doesn't show up

It's a pleasure to have you here today, @usermarina. Let's work this out so you can have your expenses appear in your Profit and Loss report in QuickBooks Online (QBO).

 

Before anything else, I'd like to share a possible reason this is happening on your end. It could be that your report didn't have the correct date period, or there are no filters applied to it. Also, the accounting method you've chosen can affect the Profit and Loss data you're trying to generate.

 

To get through this, you can customize your report to have them show the data that you need for your business. I can input the steps below to get you started. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Reports tab.
  3. Select Profit and Loss report.
  4. In the Report period section, select Customer and then input the Start and End date.
  5. Click the Customise button, and then go to the Filter section to apply what data you'd like to see in your reports.
  6. Once you're ready, click the Run report button.

 

For more information, feel free to visit this helpful article: Customise reports in QuickBooks Online.

 

Additionally, if you want to keep your current report settings and have them applied the next time you run data for your business, please see this article: Memorise reports in QuickBooks Online.

 

Also, if you want to send the report to your team, you can set up an email to be sent with an exact date. Feel free to visit this page for more information: Set schedule and email information for a memorised report.

 

I'm rooting for your success on this, @usermarina. Please don't hesitate to get back to me if you need further assistance getting your reports ready. I'll be more than happy to help you out again. Stay safe, and have a good one!