We appreciate you for coming back and performing the recommended solutions to run the report you need, BWill1.
As long as you entered all the transactions on the said period, we can run a report data on it. To better isolate the issue, we can run the Profit and Loss report and customise the date from 2021 to 2022 in the Custom date section. To do that:
- Click on Reports from the left pane.
- Refer to the Profit and loss.
- Select the drop-down arrow and choose Custom date.
- Enter January 2021 as the Start date and December 2022 as the End date. If you want to have a summary for each month, just click the start and end date by month.
- Click on Apply.
If the same thing happens, we recommend accessing your account on a private window (incognito) and changing the date from there. There are times when the browser stores too much data that affects your account performance. Using a private window doesn’t store any data files. Thus, this helps us verify if this is a cache-related issue.
To get started, here are the keyboard shortcut keys for opening a private window depending on the browser you’re using:
- For the Google Chrome browser, press the keys: Ctrl + Shift + N
- For the Mozilla Firefox browser, press the keys: Ctrl + Shift + P
- For Safari browse, press keys: Command + Shift + N
If it works, I recommend your regular browser's cache. This will delete all the data files saved from your browser. If the issue persists, try using other supported browsers. That way, we can check if this is a browser-integrated issue.
Additionally, you can check out this article to connect your bank and credit card accounts: Connect bank and credit card accounts to QuickBooks Self-Employed.
In case you have other concerns or questions managing your transactions or any QBSE-related concerns, let me know in your reply. I’ll be around ready to help you out. Take care and have a good one, BWill1.
