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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
Heide DC
QuickBooks Team

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Thanks for sharing the good news, larryhe. I'm glad to hear that all transactions are included in the Profit & Loss Report for 2020. Using the Register as a basis is a smart move. Your attention to detail makes a difference.

 

Before anything else, may I know what you mean by the Account view? Also, can you tell me where did you edit the transaction and the specific field you want to change? Any additional details, such as screenshots, would help me provide you with accurate information.

 

If the Account view you're referring to is in the For review tab, please know that the transactions will automatically transfer to the Categorized tab once the Confirm button is clicked. Once confirmed, it will also be reflected in the bank register. When viewing the transactions from the Categorize tab, you can set the correct date and filter the transactions accordingly.

 

Filter.png

 

On the other hand, if the transactions still won't show in the Categorized tab. We can check if this is a browser-related issue. I suggest starting by refreshing your browser to a private window to isolate the cache file, which is often the cause of unusual behaviors.

 

Here are the shortcut keys:

 

  • Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
  • Google Chrome: Press Ctrl + Shift + N
  • Safari: Press Command + Shift + N

 

If that works, return to your regular browser and clear its cache. Otherwise, open an alternative browser that is available to you.

 

Once you can pull up your transactions to your business flow, I highly recommend reading this article: Run Reports in QuickBooks Online. This resource provides valuable guidance to help you navigate and analyze your financial data effectively.

 

We're available to assist with managing your transactions in QuickBooks. If you require any support in this regard, please do not hesitate to reach us. We'll keep the thread open so you can comment back.

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