Account management
I appreciate you providing exact information regarding your concern, LCUUF. Accurate Profit & Loss reports are essential for informed financial decisions and assessing business health. I'll provide more information below.
To begin, could you please provide more details on the statement you mentioned above, "Entries of transactions in U.S. bank zeroes out at the end of the month"? Any additional information would be helpful.
Upon reviewing our records, once you have entered transactions in US currency (likely downloaded transactions), the amounts will appear in the Profit & Loss report with the converted currency.
The information in the reports is influenced by how you record transactions and the customized filters you apply. If you want to exclude US transactions, ensure that the converted amount in Mexican pesos is displayed as well. Additionally, you can filter the dates to view specific transactions.
Here are some articles to help you save a customized report and work with memorized reports:
Furthermore, you can schedule a free consultation with our QuickBooks Live Expert Assisted. They can provide valuable tips and guidance on managing your QuickBooks Online account.
As always, our Community Forum is eager to offer assistance if you have inquiries or concerns about managing your Profit & Loss reports. You can visit this thread or circle us back by clicking the Reply button below, and I'll assist promptly.
