Hi there, @kpad3300.
Thanks for reaching out to the QuickBooks Community. I hope you're having a great day so far.
To clarify, are you pulling the Profit and Loss report and the Balance Sheet report? If so, you could see a discrepancy for many different reasons. Such as:
- Balance Sheet summarizes data at a specific point in time, and Profit and Loss summarizes data just for the selected period.
- The dates or bases of the reports do not match, or the filters are set incorrectly.
- The Fiscal Year preference is not set properly.
- Possible data damage
You can also try switching the report's accounting method from Cash to Accrual or vice versa. This helps us check what causes the difference and review the transactions from cash or accrual.
If you have everything in the reports set correctly, it could be that you have some browser issues. If this is the case, we can start by accessing your QuickBooks account in a private/incognito browser. This process will help us point out if it's a browser-related issue since this mode doesn't save your browsing history, cookies, and site data. You can use these shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
If the reports check out, I recommend clearing the cache from your browser.
Please let me know if you continue to have issues with your sales and income balances. I'll be here every step of the way. Take care!
