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aware1
Level 1

I have a posted deposit on a monthly pledge that is not showing up on my P & L. Why?

 
1 Comment 1
ReyJohn_D
Moderator

I have a posted deposit on a monthly pledge that is not showing up on my P & L. Why?

Hi there, @aware1.

 

The Report Period or the Accounting Method used for your Profit and Loss Report is the possible reason you're not seeing the deposit you've created. You'll need to check it to make sure everything is set. Here's how:

 

  1. Go to the Reports menu.
  2. Under Standard, select Profit and Loss.
  3. Choose the Report Period and the Accounting Method.
  4. Click Run report once done.

 

Also, you can check the transaction journal to make sure if the deposit was successfully recorded. I'll walk you through how:

 

  1. Click the magnifying glass beside the Help Menu (?).
  2. Choose Advanced Search.
  3. Select Deposit under the drop-down ▼.
  4. Enter other needed information then click Search or Add Filter for more searches.

 

Moreover, you'll also want to customize your reports in QuickBooks Online: Customize Reports in QuickBooks Online.

You can check out this help article if you've got other QuickBooks concerns: Help article.

 

Let me know if you have more questions. I'll be around to help. Have a nice day and take care always!

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