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darryllane1
Level 1

How do I get reports to update (specifically P&L) after updating/correcting the categories?

 
1 Comment 1
MirriamM
Moderator

How do I get reports to update (specifically P&L) after updating/correcting the categories?

It's nice to see you posting here in the Community forum, darryllane1.

 

You can run the Profit and Loss report once done updating the categories. 

 

Here's how:

  1. In the left menu, click Reports
  2. In the Reports page, set the Profit and loss report to your desired period. 
  3. Once done, click the drop-down arrow beside the View link and choose View

From there, the information showing is the updated one. 

 

For future reference, I'm attaching some articles that you may find helpful:

If there's anything else I can do for you, let me know by commenting below. You can always count on me. Have a wonderful day!

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