How do I pull in missing months of expenses and deposits? Thanks

I hope you're doing well, mountainviewrvpa.

Let's work together and pull up those missing expenses and deposits. Before we start, are these transactions already added in QuickBooks?

If so, run the Profit and Loss report, then check how the accounting basis is set. Often the expectation is that the Profit and Loss report will reflect payments, but that isn't usually the case when the income or expense is recognized.

How to run the Profit and Loss report.

1. Go to Business overview and choose Reports.
2. Open the Profit and Loss report.
3. Click Customize.
   
   
4. On the Customize report window, set Accounting Method to how you want the income and expense to be reported.
   
   
5. Click Run report.

You can also browse this article to help troubleshoot missing transactions: Why are my income and expense transactions missing from my Profit and Loss report?

If those missing transactions don't exist yet in QuickBooks, you can download them from the bank. Once you have the file, manually import it to QuickBooks. Then, categorize and match transactions to prevent duplicates.

Before uploading transactions, make sure to follow the format. I'm adding these articles for your reference.

• Manually upload transactions into QuickBooks Online
• Format CSV files in Excel to get bank transactions into QuickBooks.

I enjoyed responding today. If any other questions arise, please feel free to comment below. I'm always around here in the Community forum to help you. Thank you and have a wonderful weekend.