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whatever999999
Level 1

On the P&L Detail Report, every sale is shown for 2023, when in fact all of the sales have been paid for. There are also expenses that have been paid for. Help please !

We don't understand how the items have been created, why they have been created, and how do they get fixed.  
Thank you
Lou
3 Comments 3
Irene R
QuickBooks Team

On the P&L Detail Report, every sale is shown for 2023, when in fact all of the sales have been paid for. There are also expenses that have been paid for. Help please !

Thank you for posting your concern here in the Community.

 

When using QuickBooks Online (QBO), there are a lot of features, one of them is creating different reports for your business. And I’d love to help you with your concern, but could you tell me more about it?

 

To further understand what happened when you ran the Profit and Loss Detail Report. I need to ask you some questions. Did you want to view transactions from all dates, but only transactions from 2023 appeared on the report? This information will help me identify the appropriate solution and steps to resolve the issue.

 

Any additional information will be much appreciated. I’ll be waiting for your response. Have a good day!

whatever999999
Level 1

On the P&L Detail Report, every sale is shown for 2023, when in fact all of the sales have been paid for. There are also expenses that have been paid for. Help please !

The report is for 2023.  All sales appear on the report as Accounts Receivable (A/R).  All have been paid for by the customer and the payments have been deposited into the bank accounts.  

DebSheenD
QuickBooks Team

On the P&L Detail Report, every sale is shown for 2023, when in fact all of the sales have been paid for. There are also expenses that have been paid for. Help please !

Hello there, @whatever999999.

 

I'm here to share some information about the sales report that appears AR even if the invoices are paid and deposited into banks,

 

This might be due to unpaid sales invoices or incorrectly applied payments. To address this, review the invoices, mark them as "paid," and verify correct payment application. Consider consulting a QuickBooks Online expert or accountant if necessary.

 

That being said, I recommend reaching out to your accountant for professional advice when adjusting your entries. If you're not affiliated with one, you can utilize our Find an Accountant tool to look for one in your area.

 

On top of that, you can check this article to learn a bunch of ways to customize your reports in QuickBooks Online:
 

I’d be glad to help if you have other questions about managing sales transaction. Enjoy your day.


 

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