Skip to main content
A
annmarshik
November 4, 2024
Question

The income widget on my dashboard is not updating, how do I get it to update with the current info?

  • November 4, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Bryan_M
Bryan_M
November 4, 2024

It's good to have you in the Community, Ann. Let's work together to ensure your Income Widget from the Dashboard will update its information.

 

Before anything else, I'd like to know your QuickBooks Online (QBO) product subscription and if the total amount in your Income Widget isn't the same as the All Sales or Invoices totals.

 

In the meantime, we can perform some basic troubleshooting steps. Let's start by signing in to your account via private or incognito mode to avoid storing cache data files that can cause lag when running web-based programs.

 

You can refer to the shortcut keys below:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

After that, check your Income Widget. If it's updating, clear the cache of your default browser to remove all damaged data. If the issue persists, you can utilize another supported browser or device.

 

I'll also share this article to guide you on placing your transactions into correct accounts: Categorize online bank transactions in QuickBooks Online.

 

Please know that anyone who seeks help relating to QuickBooks issues is always welcome here, so don't hesitate to leave a comment below if you have additional questions about the display of your Income Dashboard. We'll be willing to lend a hand. Take care, and have a good day.

A
annmarshikAuthor
November 6, 2024

Hi, no that didnt work and now it has all invoices open and overdue at 0 on the dashboard widget and that is incorrect.

Advice?

 

Thanks,

Ann

E
Erika_K
November 6, 2024

Your efforts and time spent performing the suggested troubleshooting steps are valued, ann. I’m here to help you find the right support channel to investigate the discrepancy between the income widget dashboard and your sales transactions. 

 

Given that the initial diagnostic procedures have been completed, I recommend contacting our live support representatives. These experts have the necessary tools to investigate the cause of this unusual behavior through a screen-sharing session.

 

Let me walk you through the process:

 

  1. Go to the Help icon and hit the Search tab.
  2. Key in I need to talk to a live support or other similar contexts.
  3. Select the Contact Us button.
  4. Choose how you want to connect with us:
    • Have us call you: We'll call you in about 5 min.
    • Chat with us: Start a conversation.

 

Also, I'd suggest reviewing their support hours to confirm availability.

 

Lastly, I'll include these articles for more information on how to receive customer payments and manage credits effectively:

 

 

Come back to this post if you have more questions or need further assistance managing your display settings. We're always available day and night to help with your inquiries.  

Terms & ConditionsAccessibility statement