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Level 1

How do I know if quickbooks is tracking my income correctly ?

1 Comment
QuickBooks Team

How do I know if quickbooks is tracking my income correctly ?

Hello, @cwinters1316.


For the accounts connected directly to QuickBooks, the information or category relies on the information from your bank. You can compare your bank statement to the list of transactions on the Transaction page. On the other hand, if you've manually recorded your income, you need to check manually if they're linked to the correct category as well.


On the other hand, you can also run the Profit and Loss report to review the income and expenses recorded on your account.


Here's how:


  1. Click on Reports at the left pane, then select Profit and Loss from the result. If you wish to customize the report's period, click on the drop-down arrow beside the report's name.
  2. Tap on the View link to open the report.
  3. Review your income and expenses under the Profit and Loss page.

To learn more about the different categories used for QuickBooks Self-Employed, read this article.


Post again if you have any other questions. I'm a few clicks away to help. Have a good day!

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