Synch business income and expenses to p&l report

BRAD GOLDBERG
BRAD GOLDBERG Member ✭✭
edited May 2022 in Reports (Windows)
I am looking to generate a p&l report for my business. The p&l report seems to have a bug that unless I tag each individual transaction with a business tag, it does not link to the report. I also can not get the p&l report to recognize business income, even when tagged. Any input? Thanks!
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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Do each of your business related categories, both income and Expense, have a Schedule C tax line associated with them?  That's how they get selected for the P&L report.
    Set this by going into your category list, clicking the clock icon to the far right (you might have to expand the list to see this) and then clicking EDIT and "Tax Reporting?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • LVNY
    LVNY Quicken Windows Subscription Member
    Hello, I can not find "category" list. Would you kindly explain and perhaps it is named differently?
    Thanks
  • LVNY
    LVNY Quicken Windows Subscription Member
    edited April 2022
    Accidentally found in "Tools" But just realized that it is many hours of manual entry!!
    [Removed - Disruptive]
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