Profit and loss sheet it is not listing the categories. HELP!
ChrisKyle
Quicken Windows Other Member
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!
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Answers
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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.
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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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