P&L Report not showing all the transactions

@drm4610 

Only customer invoice transactions that have items linked to income accounts will show on your P&L.  When you say "I have checked the Item List to make sure all the information is correct but I didn't see any errors.", are you saying that all items on the invoices in question are mapped to income accounts and are still not showing under income on your P&L?  Invoices with items mapped to non-income accounts will do exactly as you describe - they will show under customer transaction reports but not on your P&L.  If the invoices in question contain items linked to income accounts and are not showing on your P&L it can only be a few things:

1) You may need to rebuild your data. (File > Utilities > Rebuild data)

2) Make sure the invoice date is within the P&L dates (basic, I know).

3) Make sure the invoice is paid if you're running the report on cash basis (also basic).

Thanks for getting back to this thread, @drm4610. I get how challenging it can be when things don't go as planned—especially when creating a P&L report that doesn't generate all customer transactions for the year. Let's perform some troubleshooting steps to get your financial records back on track.

Since you already followed the solution provided by my colleague above, and the transactions are still not fully reflected in the P&L report, I'd recommend verifying and rebuilding your data. This process is designed to identify and resolve errors within the software, ensuring your records are accurate and complete.

1. Go to the File menu.
2. Select Utilities.
3. Choose Verify Data, then click OK to close all windows.

If you continue to experience problems with your company file, you'll have to rebuild it.

Here's how:

1. Go to the File menu, then click Utilities.

• Choose Rebuild Data, then select OK to close all windows. QuickBooks will ask you to make a backup before rebuilding your company file, then select OK. If you don't want to do a backup, choose Cancel to continue rebuilding your company file. If you haven't set up any backup preferences, QuickBooks will ask you to update them. Click the Backup Preferences and edit as needed, then select OK.
• When the backup's finished, select Show in Finder to locate the backup or select OK if you're done.

2. Once the rebuild is finished, select OK.

Additionally, I'll drop this article you can browse to learn how to prevent finance charges from being assessed on an invoice, which can be handy for you moving forward: Assess finance charges.

Your concerns are important to me, so please don't hesitate to let me know in the comments below if there's anything else you need further assistance with. I'm eager to provide the support you need to streamline your transactions and ensure everything runs smoothly, @drm4610.