We hear you, @BlackWidos.
I see that this has become challenging on your end. Let me help you clear things up.
The Sales Order from Estimate doesn't show in the Profit and Loss (P&L) detail report since this will only show the exact amount summarizing the revenues, costs, and expenses incurred during a specified period.
Moreover, the credit memo will show in the ledger if you already applied it to reduce the original invoice of your customer it's either through a refund or delayed credits. You can run a pull-up customized General Ledger report to show debits and credit for each transaction.
On top of that, the Job Profitability Detail report should have shown job balances including the income and expense in detail for a specific date range.
Please know that here in the Community, we don't send personal emails, and I understand that it's convenient on your end to receive one. With that in mind, we recommend contacting QuickBooks Online Live Support for further help. Here's how:
- Sign in to your QuickBooks Online company.
- Select Help (?).
- Select either tab to get started:
- Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
- Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.
Learn how to find transactions in your account registers so you can review or edit them by reading this article: Find, review, and edit transactions in account registers in QuickBooks Online.
If you have additional QuickBooks-related concerns, don't hesitate to reply to this post. I'll be happy to help. Keep safe always.
