Financial Software Questions? Ask IT Support for Answers ASAP
The problem there is how you categorized the entries. If they are not set as a business category or come from invoices and purchase orders than they wont show up in the P & L
The easiest thing is to run a cash flow report instead of the P & L which is basically the same report but it handles all categories
You might also try hitting the customize button on the P & L report and see if you can add categories to it. I haven't actually tried that and I am not sure it will allow you to do it but I would be interested in finding out
ran a cash flow report and all that shows is the last expense item posted.
check the dates that you are running it on.
it is correct. year to date.
try changing them to the actual dates. rather than year to date. If you have it set with a fiscal year other than calendar it will give you a problem on the year to date
You can also try doing a validate on the file in case there is an error with the index file.
file / file operations / validate
I tried the customizing. adding all categories and still don't work.
tried custom dates, did not work. did the validation, still not working.
which report are you trying to run exactly. There should be one under spending that says "income and expense by category"
the state attorney generals office in NC wants a P&L statement for my company. that's what i'm trying to run.
try the income and expense it should have everything he wants
and as I said before quicken has issues with the P & L it only displays the transactions that it thinks are business related and unless you put things in there exactly the way it thinks you should they wont show up
I have run into this many times before because people with small business often just put in the payment or write the check and they don't bother with an invoice or a purchase order or matching a payment received to the invoice that you wrote it against
OK. thanks for trying..glen
Have you tried that report that I asked you to try. It will have the exact same information that he wants. it just does not say P & L on top
You can ask the guy if he will take an income and expense report rather than a P & L I am sure that he will say as long as it has all of the business income and expenses broken out it will be just fine.
I completed that report and it shows what I need.
ok than if you are happy I am happy and I hope you will give me a good rating. That is a "bug" in the quicken home and business that has been there for some time and I doubt they will fix.