Thanks for sharing your concern here in the Community, Georgia. I'd be glad to assist you with resolving the dashboard profit and loss widget issue in QuickBooks Online (QBO).
The widget automatically refreshes whenever you add or edit transactions in QuickBooks. If the information seems outdated, please refresh the page and make sure that all imported bank transactions are categorized. Note that uncategorized transactions will not be displayed in the profit and loss widget. The completeness meter indicates the number of transactions you've categorized.
It's also beneficial to verify your company’s accounting method. Under the accrual method, expenses are recorded when bills are received. In contrast, with the cash method, expenses are recorded only when bills are paid. This can affect your net profit, making it appear higher or lower than expected, depending on the method used. Here’s how you can view or modify your company's accounting method.
However, if the issue persists, excessive cache buildup in your browser can interfere with QBO performance and potentially hinder the completion of the defaulting Cash accounting method in the P&L report. This issue often stems from old cache data causing unstable browser behavior. To fix this, consider logging into your QBO account in private or incognito mode, which helps eliminate disruptions from extensions, plugins, or cookies, thereby enhancing your device's performance. Below are the shortcut keys for enabling private mode in different browsers:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
You can then return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues.
Furthermore, I'm adding this helpful article to help you learn how to export your reports, lists, and other data from QuickBooks Online: Export your QuickBooks Online data.
Additionally, consider the benefits of QuickBooks Live Experts to elevate your financial management experience. Our experts provide tailored support, streamlining complex accounting tasks and guaranteeing compliance with ease. Whether you need professional assistance, clean books for tax purposes, or complete financial management, our experts are here to support and empower you to make confident, informed decisions.
If you have any questions about managing your profit and loss report in QBO, please don't hesitate to reach out. You can click the Reply button below or post a new query. We are dedicated to supporting your business endeavors and wish you a productive day!
