missing transactions

I can see the importance of tracking your business's financial performance, @RhiGreen555. Let's collaborate to ensure that your 2023 transactions are reflected in your Profit and Loss (P&L) report.

To begin with, please make sure to check whether the accounting basis for your P&L is set to Cash basis or Accrual basis. The accounting basis used in running the report determines how the date is considered for reporting the income or expense.

Here's how:

1. Navigate to Reports.
2. On the Favorites section select Profit and Loss.
3. Choose how you want income and expenses to be reported in the Accounting method section.
4. Select Run report.

If transactions are still missing after checking the method, it's important to consider what will show on the P&L report. Often, the expectation is that the report will reflect payments, but that isn't usually the case when the income or expense is recognized.

You can refer to this article to learn about what to consider when troubleshooting missing transactions in QBO:  Find the missing income and expense transactions in your Profit and Loss report

In addition, if you have recently linked your account, please note that the system downloads up to the last 90 days of transactions within the first 90 days. To download older transactions, you'll need to upload them manually into your account. With just a few clicks, you'll be all set.

If you'd like to save the report's current personalization, check out this reference: Memorize reports in QuickBooks Online.

Please don't hesitate to contact us if you have further questions about reports and transactions in QBO. I'm always available to provide support. Stay safe!