Profit and Loss Statement questions

Might be as simple as , did you change the dates in the report from the default that displays current week or month?

I requested a year to date report

Hi there, @dwhites2.

Thank you for posting here in the Community. I can provide some clarification about the report in QuickBooks.

When you run a Profit and Loss report, it shows your income and expenses. Your categorized transactions should reflect in the financial statement if you choose an expense account type for the category.

Check out these screenshots for your visual reference:

Please make sure the date of the expense and your report period match. To review the transaction details, please follow these steps:

1. Click the Gear icon in the upper-right corner.
2. Select Chart of accounts.
3. Open the expense account.
4. Hit Run report.
5. Filter the date range to All dates.
6. Check the date and details of the expense. 

For your checks, ensure you have the correct account for each item. You can check this information by going to the item list page.

1. Click the Gear icon in the upper-right corner.
2. Select Products and Services.
3. Search for the item.
4. Hit Edit.
5. Review the expense account.

To learn more about how the report works, check out this page: Why are my income and expense transactions missing from my Profit and Loss report?.

For additional reference, you can use the following articles to learn how to personalize reports in QuickBooks:

• Customize reports in QuickBooks Online
• Customize company and financial reports

Fill me in if you have additional questions about running reports in QBO. I'm always here to help. Take care always.