Invoices not showing as income this tax year, but did last tax year

Welcome to Community Lisa,

We can certainly help with your invoices not showing on your reports, can I please confirm if the entries on the transaction are set up to income accounts?

My invoices are in the invoice list but do not show on profit loss or tax, that was on last years list

Hi Trevor, thanks for joining this thread. Please note that invoices entered in QuickBooks Self-Employed are non-posting, meaning they don't feed into your reports or transactions list. 

To include these in your reports, you would need to enter the payment manually (on the Transaction screen) or connect your bank account in QuickBooks to download transactions, and then categorise as Business income. 

Thanks for reaching Intuit support on the Community. We'll be here if you have any additional queries on this matter.

It says my business account is linked but there is a warning triangle and it says null

I appreciate you for taking the time to explain your concern in detail, Trevor. Let's work together to resolve the issue of missing transactions on your reports in QuickBooks Self-Employed (QBSE).

An established bank connection ensures that your QBSE account receives the most up-to-date transactions from your bank, providing you with an accurate financial report.

Since your business account is linked, but you're receiving a warning prompt, it suggests that there's an issue on your bank's end. It's possible they're undergoing maintenance or experiencing server issues, which can disrupt the connection to QuickBooks.

To help fix this, I suggest checking the bank and credit card's website to ensure everything's working on their end. Here's how:

1. Sign in to your bank or credit card's website. If you can't sign in, reach out to your bank or credit card company about the next steps.
2. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
3. Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.

If everything is good on the bank's end, manually update your bank connection to retrieve the latest available bank transactions. Here's how:

1. Sign in to your QuickBooks account.
2. Select the Profile icon and then Bank accounts.
3. Click Refresh all.

If the issue persists, I recommend contacting QBSE Support so they can conduct a further investigation to determine the root cause of the problem. In the meantime, you'll want to manually add older bank transactions to QBSE.

Finally, when you're ready to categorise your transactions to place them on the correct line of your Schedule C and organise your income and expenses, you can browse this article for more information: Categorising Transactions in QBSE.

You're welcome to visit the Community if you need further assistance linking your credit card account to QBSE. I'd be thrilled to see you back here again. Have a wonderful day ahead.