I have transactions that have been auto added from a QB rule (that I did not create) that are not showing up in my P&L. How do I undo this so they show up in my totals?

You can edit the transaction and assign it to the appropriate account, ensuring it gets included in the totals for your Profit and Loss report, Amalia. I’m here to help you through the process.

To change the category, here’s what you need to do:

1. In the left menu, choose Transactions and then select Bank Transactions.
2. Choose the bank account where the transaction is recorded.
3. Go to the Categorized tab.
4. Locate the transaction you want to modify and click Undo under the Action column.
5. Return to the For Review tab, locate and select the transaction.
6. Choose the correct category.
7. Click Add when you’re done.

After that, run the Profit and Loss report to see the updated totals. If you want to compare your income and expenses for different periods in the future, you can pull up the Profit and Loss Comparison. This will show you how your business is performing over time.

Regarding the bank rules, you can delete them if you don’t want your transactions to be auto-categorized. Here’s how:

1. In the left menu, choose Transactions and then select Rules.
2. Click the drop-down menu next to the Edit button in the Actions column.
3. Choose Delete.
4. Click Yes to confirm.

Furthermore, we provide a QuickBooks Live Expert Assisted service designed to assist users with their downloaded transactions, online banking issues, and a variety of accounting tasks. Our specialists offer valuable insights into best bookkeeping practices and effective usage of QuickBooks.

Do you still need assistance with your Profit and Loss report? Add your reply down below. I'm ready to dive back in whenever you need.