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I want to make sure you can view your transactions and mileage in QuickBooks Self-Employed (QBSE), teresavin. We're going to perform some troubleshooting steps to determine why it's happening. Let me discuss this further.
First off, it's important to verify that you are using the correct account and have filtered the date range specifically to 2024 to display your transactions and mileage. Please see screenshot below for reference.
If you are certain that the correct account and date filters are in use, we can move on to basic browser troubleshooting to help identify the issue. Log in your account through an incognito or private window. This mode doesn't retain cache, so we can verify the performance of your browser.
You can use these keyboard shortcuts to launch a new private window:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If it is successful in the private browser, please return to the regular browser and clear your browser's cache.
Additionally, to further guide you in claiming mileage and all other travel expenses in QBSE, I'd recommend checking out this article: Simplified expenses if you're self-employed.
Furthermore, this resource helps how to efficiently categorize transactions, leverage automatic rules, and ensure accurate financial record-keeping for better insight into their business and smooth tax preparation: Categorize transactions in QuickBooks Self-Employed.
We are here to assist you with any QuickBooks issues you may encounter, including concerns about your transactions and mileage from 2024 not displaying. Please feel free to revisit this thread for any follow-up questions, and we'll be promptly available to assist you.
