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Replying to:
Rea_M
Moderator

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Welcome back to the Community, lp_mi! It's great to see you again! Accurate financial reporting is essential for driving your business growth. You can count on me to guide you through the troubleshooting, ensuring you can manage your business with confidence.

 

I'll make sure to prioritize your Profit and Loss (P&L) report data queries. However, to fully understand your issue and provide the most effective support, I would appreciate some detailed information. Specifically, a screenshot of both reports. This will help me address your matter more accurately.

 

A Profit and Loss report is a financial statement that outlines your business's revenue and expenses over a specific period. Yes, I agree that the latter should be subtracted from the Transaction Report (Profit and Loss Detail) as a detail of the summary or the Profit and Loss by Customer report. Refer to the attached file below.

 

80.png

 

One possible reason you're seeing different amounts on your statements could be that your browser has accumulated too many cached files. QuickBooks relies on the browser's cache to function efficiently, so clearing any outdated files can help improve your viewing experience and overall system performance.

 

Start troubleshooting by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here are the keyboard shortcuts:

 

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the Reports menu to generate the Profit and Loss by Customer and Profit and Loss Detail reports.

 

If your data matches, return to your default browser and clear its cache. Right after, you can restart your browser and log back into your QBO account to refresh the system.

 

However, if this matter continues, I recommend clicking the browser's Refresh icon (please see the screenshot below) or using other supported browsers

 

Clear Cache.png

 

Additionally, would you like to filter your data to highlight specific accounts or customers? Or perhaps you want to format the layout to ensure the most relevant information stands out? You have the flexibility to customize your reports, allowing you to focus on the important details for your company.

 

Looking forward to working with you again, lp_mi. If there are any additional questions or you need further clarification about the data in your Profit and Loss report, please don’t hesitate to click the Reply button. I’m always here to help. Take care and I hope you have a fantastic day ahead!

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