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Best answer March 25, 2019
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Appreciate the screenshot you’ve provided, @orsi1976.
I’d be delighted to share some resources with you on how to record your transactions so it will be included on your company’s financial reports.
The data displayed on your Profit and Loss report depends on the raw information recorded in your QuickBooks Desktop account. Thus, to include those specific lists of accounts on your Profit and Loss report, ensure that it is recorded in the system.
To start with, make sure to create a back-up copy of your company file before importing your 2016 data. This is to ensure you’ll still have an intact company file to work on if you encounter errors during importing.
You can import these lists, here’s how:
- Go to Lists.
- Choose Chart of Accounts.
- In the Chart of Accounts window, go to the bottom part and click on the Accounts drop-down arrow.
- Choose Import from Excel.
- In the Import a File window, click on Browse.
- Locate your saved Profit and Loss file.
- Click Open.
- Select Profit and Loss in the Choose a sheet in the Excel workbook drop-down list.
- Under Data Mapping, select Profit and Loss.
- Click Import.
Once you have your account list imported in your QuickBooks, you can now record your 2016 transactions and associate it with these accounts. If the accounts are already in your QuickBooks, there’s no need to add it again or import it. Just make sure that your 2016 transactions are associated with those accounts.
For additional insights, you may check out these articles:
That should do it! Feel free to visit us here in the Community if you have other questions about generating Profit and Loss reports in QuickBooks Desktop. I’m always here to help.
