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Hi there, francesca-elizab.
Thank you for coming back to add clarification on your issue. I'm here to lend a hand with an invoice not appearing on your Profit and Loss or a Sales report.
It could be the product or service that's on the missing invoice is not associated with an income account. That's the reason why the transaction isn't appearing on a Profit and Loss report. I suggest going to the Product Services page and locating the item that was used on the missing invoice. Then, make sure that the Income account is selected correctly.
Here's how:
For additional information, you can refer to this article: Change the account for a product/service item.
Please check this article to see information on how you can customize a report to show specific accounts or format the layout so the right data shows up in the right place: Customize reports in QuickBooks Online.
Please feel free to let me know how it goes by posting a comment below. Similarly, I'm just a few clicks away if you have questions.
Thanks, ChristieAnn, that worked. Those products were associated to wholesale sales before, but somehow must have got unlinked. I linked them back and the invoice is showing up now.
Hello there, francesca-elizab. I appreciate the screenshots you've added above.
It could be that the Automatically apply credits feature in QuickBooks Online is turned on. We can turn it off to stop the system to automatically apply the credit as payments to the open invoices. Here's how:
You can then manually change and correct the existing transactions. Also, you may want to check about handling customer credit or overpayment in QuickBooks Online: Learn what to do in QuickBooks Online when a customer overpays you.
Let me know if you have other questions. Take care and stay safe always.
Hello Sarahann,
Thanks for your reply, but I'm afraid you may not have understood my question.
There is no credit or overpayment. All three payments were for the exact invoice amounts, as expected.
My point is: I have three invoices, but only two of them show up under the Profit and Loss report. The third one is missing, and I have no idea why. I use this report to know how much money my business is making, so it's very important to me that it is accurate.
I hope it's clearer now.
Thanks
Francesca
Hi there, francesca-elizab.
Thank you for coming back to add clarification on your issue. I'm here to lend a hand with an invoice not appearing on your Profit and Loss or a Sales report.
It could be the product or service that's on the missing invoice is not associated with an income account. That's the reason why the transaction isn't appearing on a Profit and Loss report. I suggest going to the Product Services page and locating the item that was used on the missing invoice. Then, make sure that the Income account is selected correctly.
Here's how:
For additional information, you can refer to this article: Change the account for a product/service item.
Please check this article to see information on how you can customize a report to show specific accounts or format the layout so the right data shows up in the right place: Customize reports in QuickBooks Online.
Please feel free to let me know how it goes by posting a comment below. Similarly, I'm just a few clicks away if you have questions.
Thanks, ChristieAnn, that worked. Those products were associated to wholesale sales before, but somehow must have got unlinked. I linked them back and the invoice is showing up now.
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