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madulcecalago
Level 1

Why is. It the P and L in the dashboard showing May 2020 in mobile app

 
1 Comment 1
Rea_M
Moderator

Why is. It the P and L in the dashboard showing May 2020 in mobile app

Hello there, @madulcecalago.

 

You're in control of the date range that the P and L report shows in the QuickBooks Online (QBO) mobile app's dashboard. The date range may be set to May 2020. That's why the report displays info for last month.

 

You can update the date of the P and L report by selecting the Report filter icon at the top of it. Please note that pulling up this report will need Admin or Accountant permission. 

 

Here are the steps for QBO app for Android:

  1. From the dashboard, select Profit & Loss.
  2. Toggle between Graph and Report tabs.
  3. Tap the Report filter icon at the top.
  4. In the Show window, choose a different date range or enter a Custom date.

 

Additionally, you can also select each point in the graph to see the income and expense details for the month. From there, you'll be able to see your income, expense, and gross profit breakdowns.

 

On the other hand, if you're pulling up the P and L report using an iPhone or iPad, kindly visit this article for the step-by-step guide in changing its date range: Run a Profit & Loss report using the QuickBooks Online app (iOS only).

 

Moreover, if the issue persists after performing the steps above, I'd recommend refreshing your app data. This is to fix its unusual behavior and helps it perform to its best. Just select Settings, then tap Refresh Data for android. You'll have to select the Menu icon, click Help & Feedback to choose Refresh Data for iOs.

 

There are two financial reports that you can view using the QBO mobile app. The Profit and Loss and Balance sheet. It also offers a variety of features. To learn more about them, check out this article for the details: Features of the QuickBooks Online app.

 

Please let me know if you have other concerns. I'm just around to help.