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Thanks for joining us here in the Community for your profit and loss on the dashboard concern, @tim113.
Clicking the drop-down arrow on the beside the Profit and Loss option should allow you to select the date of the transaction. Since this isn't your case, I recommend accessing your account on a private window and modify it from there.
Web-based platforms like QBO collect cache files (cookies) to save you time when loading repetitive data and images. These files can often become outdated or corrupted, causing issues like the one you've explained.
You can open a Private Window in all supported browsers using the corresponding keyboard shortcut below:
Please see the screenshot attached of how to select your desired period:
If you're now able to change the report period, you can now go back to your regular browser and clear its cache. This eliminates unnecessary data and refreshes your data.
To give you more tips on what are the browsers that works best with QuickBooks, please see this link: Find out what computer and browser you need for the best QuickBooks experience.
Please update me on how things turn out by leaving a reply below. I'll make sure you're all set. Take care!
Thank you for your reply!
I am having issues using the app on an android phone. I used your advice and cleared the cache of the app, but it still won't work. Any other ideas?
Hello again, @tim113.
Thanks for sharing which device you're using when you've encountered that issue.
Since you're using QuickBooks Online App for Android, the browser troubleshooting method will not be applicable. No worries, I can help you fix this in no time.
Let's start by clearing the Apps's data. There are two ways to do that, here's how:
You can clear it through your QuickBooks Online App:
In your Device Settings:
Once done, open the QuickBooks App and check if the dashboard already updates your business' Profit and Loss summary. If not, I'd suggest restarting your device.
However, if the issue still persists, the last remedy is to uninstall and reinstall the app to start fresh.
You may consider checking out this article about personalizing your sales forms in QuickBooks to enhance your business brand and make it look more attractive: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please don't hesitate to tag my name in the comment section below if you need further assistance. It would be my pleasure to help. Take care and have a wonderful day.
Hi MarsStephanieL,
Thanks for the help, but it didn't work. I tried both ways and it still shows September and in the top right corner, there is a question mark with a circle instead of the drop-down menu. No difference. Weird!
Thanks for getting back in here, @tim113.
I appreciate you following the steps given by my colleagues. Let me provide some information on how to fix this.
You can uninstall and reinstall the QuickBooks Online app. This way, you can start fresh and isolate if it's some browsing-related issue. If the issue persists, I suggest logging in to a browser.
Once you sign in to your QuickBooks Online account using a browser and the same thing happens, I recommend reaching out to our customer support team. By doing so, they can do a remote session to check your account and help you fix it.
Here's how:
Please check our support hours to make sure you're concern will be addressed at your convenient time.
You may consider checking out this article about accessing report in QuickBooks to give you an overview of your business: Run reports in QuickBooks Online.
You can always count me in if there's anything else you need. Take care always
Thank you all!
It only seems to be in the app, on my phone. My android tablet pulls everything up fine using a browser. I haven't installed the app onto my Slate. I'm starting to think it is an app issue.
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