Profit and loss sheet it is not listing the categories. HELP!

ChrisKyle
ChrisKyle Quicken Windows Other Member
edited May 2022 in Reports (Windows)
In attempting to print a profit and loss sheet it is not listing any of the categories. I go in through the "tool" area and I have categories checked. What am I missing? Please help!

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    What "flavor" of Quicken are you using?  Referring to a "Profit and Loss" report suggests you might be using the business product.  My understanding is that Business Categories must be associated with a Schedule C line item to show up here.
  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    Yes, To be included in business reports (and I don't know where else) you have to assign the category to a schedule C tax line item number.  To check the tax line assignment open the Category list by either clicking on the Category Icon or go to Tools-Category List or Ctrl+Shift+C.  Then select the category and right click on it to Edit it.  Click on the Tax Reporting Tab and check the box for Tax related and pick a Schedule C: tax line item.

    I'm staying on Quicken 2013 Premier for Windows.

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