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-whitchurchbookk
Level 1

I imported 6 months of sales invoices via csv file using the template. but the profit and loss isnt showing all of the invoices, the first couple of months are missing?

these invoices show up on a quick search, in the customer account and in the vat, just not on the p and l. we are cash basis, all invoices have been paid
1 REPLY 1
MaryLandT
Moderator

I imported 6 months of sales invoices via csv file using the template. but the profit and loss isnt showing all of the invoices, the first couple of months are missing?

Let's make sure all imported invoices will appear on the Profit and Loss report, whitchurchbookk.

 

There are several possible reasons why you aren't seeing some invoices on the Profit and Loss report. And, you can check these statements below.

 

  • Transactions aren't categorised to their corresponding income accounts.
  • The accounting method isn't set to Cash basis on the report.
  • Items on the invoice aren't associated with an income account.

 

To locate those missing invoices, you can run the Transactions List by Customers report. Then, customize it to show all invoices.

 

Here's how;

 

  1. Go to Reports from the left menu.
  2. Find and open Transactions List by Customers.
  3. Click Customise.
  4. Proceed to the Filter section.
  5. Mark the Transaction Type box, then select Invoice.
  6. Click Run report.

 

Locate those missing invoices and open them. Review the account type of the invoice or open each item. Then, check the income account associated with it and make some changes to correct the posting account.

 

Here's a link as a guide: Change the account for a product/service item. I'll tell you how up update the account associated with an item.

 

Please get back to me if you have additional questions about those missing invoices. I'm always right here to help you retrieve them.

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