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L
lisaw66
January 16, 2020
Question

When I run sales reports each month filtered by sales rep, my total sales $ does not match the total sales $ on my dash board for the month. Any suggestions as to why?

  • January 16, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

MichelleBh
MichelleBh
January 16, 2020

Hi there, @lisaw66.

 

The figures showing in the Sales section in the dashboard covers the last month while the Sales report depends on the Report period and Accounting method you've set when you run it. 

 

To correct this, make sure that both dates in the Dashboard and Sales report are the same. 

 

Here's how:

 

  1. Go to the Reports tab, then select the Sales report. 
  2. Under the Report Period, select Last month. 
  3. In the Accounting method, select Accrual or Cash. 
  4. Hit Run Report. 

 

Here's the sample screenshots if you've selected Accrual.

 

Sample screenshot using Cash.

 

 

To learn more about memorizing reports and what are the reports available in QuickBooks Online. Please visit these articles: 

 

 

If you need further assistance, don't hesitate to drop by here in the Community. I'm always here to help.

L
lisaw66Author
January 20, 2020

I have both set to the same reporting period.  I have 3 sales reps, when I run the sales reports by sales rep and add all their totals together, it does not equal the total for the reporting period on the dashboard. I don't understand why.

IamjuViel
IamjuViel
January 20, 2020

I can share additional information, @lisaw66.

 

The information displayed in your dashboard depends on the accounting method set in your account’s preferences. Let’s first review your account’s accounting method.

Once completed, let’s view and compare the Sales by Customer Detail report with the data in your dashboard. You can customize this report to display your sales transaction grouped per Sales Rep. 

 

Here’s how:

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section.
  3. Select the Sales by Customer Detail report.
  4. Filter the Date Range and Account Method. 
  5. Click the Run Report button. 

Lastly, make sure all your sales transactions are assigned to a specific Sales Rep. Transactions that were not assigned to a Sales Rep will be listed under the Not Specified section. For more insights, you can read through this article: Filter, search, and sort with custom fields.

 

Also, you check this article to learn more about QuickBooks Online dashboard: An introduction to the home dashboard.

 

Leave a post below if you have other questions about the different accounting methods in running a report. I’m always here to help.

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