Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
Mark_R
Moderator

Reply to message

Welcome back, @giannibyte.

 

Allow me to provide additional information and help you show the balance of your charitable contribution in the Profit and Loss report.

 

The balance for your charitable contribution should show even after applying the credit memo to the invoice. Since it doesn't show in the Profit and Loss or Trial Balance report, you'll want to make sure the reporting period is correct. Here's how:

 

  1. Open the Profit and Loss or Trial Balance report.
  2. From the Dates drop-down, select the date range when the transactions are made.
  3. Click Refresh.

 

If you get the same result, you'll have to review the credit memo and make sure the charitable contribution item was selected.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Our doors are always open to help you again if you need further assistance recording charitable contributions. I'll always be here to help, @giannibyte.

Need to get in touch?

Contact us