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ap_properties-ho
Level 1

Hi Quickbooks Community! Im performing the process of creating invoices, when payment hits my account I match the invoice to the payment, yet payment not showing in P&L

I am performing everything step by step as accurate as possible, but I can figure out as of why the matched money to the invoice doesn't reflect anything on the income side for my P&L...
1 Comment 1
Maybelle_S
QuickBooks Team

Hi Quickbooks Community! Im performing the process of creating invoices, when payment hits my account I match the invoice to the payment, yet payment not showing in P&L

Hello there, ap_properties-ho. Let me share some Profit and Loss (P&L) report transaction details.

 

In QuickBooks Online (QBO), the P&L report shows income and expense transactions, such as sales and expenses. To find payments, use the Invoice and Received Payments report or customize the Transaction List by Customer to filter invoices and payments.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Invoice and Received Payments or Transaction List by Customer.
  3. Select the Report period from the drop-down arrow.
  4. Tap the Customize button.
  5. Click the Filter drop-down arrow.
  6. Choose Invoice and Payment in the Transaction Type.
  7. Hit Run report.

 

To learn more about the P&L report, check this link: Why are my income and expense transactions missing from my Profit and Loss report?

 

Additionally, you can visit this page about handling and managing reports in QBO: Create and manage reports.

 

Let me know if you need more help managing payment transactions in QuickBooks. I'm always here to help. Take care.

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