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Join nowIt’s nice to see you in the Community, michael-alpinesp.
I recognize how important for your business to see the income for the previous months up to the current period. This will help you easily track your financial records. Let me guide you in the right path on how to resolve your concern.
QuickBooks Online is a diary of your business that keeps track of what’s happening to your actual transactions. We’ll have to make sure the entries (income) from the prior period are recorded in the account. This way, you’ll see them when running the Profit and Loss report.
For detailed instructions, check the following reference: Enter historical information. Then proceed directly to the Ways to enter past sales and A/R transactions section.
Please know that the date and accounting methods affect how the data are reflected in the report. Make sure to set the correct date range and method when building reports.
You can read this article for additional information: Choose between cash and accrual accounting methods in QuickBooks Online. It includes instructions on how to change the reporting option.
Also, this guide will walk you through the process of how to customize financial reports. The article contains screenshots to help easily follow the steps.
Feel free to leave a comment below if you still have concerns about your income. I’m always ready to lend a helping hand. Have a great weekend.
Prepare your income data as Sales Receipts with the following template
RefNumber | Customer | TxnDate | ShipDate | ShipMethodName | TrackingNum | Location | Class | BankAccount | PaymentMethod | PaymentRefNumber | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | Currency | ExchangeRate | BillEmail | ToBePrinted | ToBeEmailed | ShipAmt | ShipItem | TipAmt | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | Checking | Check | 20013 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | [email address removed] | N | Y | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | ||||||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | Checking | Check | 20013 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | [email address removed] | N | Y | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX | ||||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Checking | Cash | paid cash | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | [email address removed] | Y | N | Y | Handhelds | Portable Game Player | 1 | 100 | TAX | ||||||||||||||||||||||||||
102 | Leonard Walker Inc | 01/10/2020 | Checking | Cash | paid cash | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Thank you for your order! | [email address removed] | Y | N | Y | Software | 1 Year Warranty | 1 | 25 | TAX |
then utilize an importer tool
https://transactionpro.grsm.io/qbo
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