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S
sewell@bottes.pl
August 8, 2023
Question

A journal releasing a sales accual has had the correct effect on p&l but it's not recognised on the dashboard widget headline even though it's in the widget report?

  • August 8, 2023
  • 1 reply
  • 0 views
"0% vat(sales)" is the option used for 
the sales half of the journal. the vat option for the accrued income half is left blank.

1 reply

Angelyn_T
Angelyn_T
August 8, 2023

Thank you for visiting the Community for the first time today, Sewell. Let me give you an overview of your reports and explain how the system generates the information on the dashboard widget headline.

 

When running your report, please make sure to filter the dates accordingly and match them to the reporting period on your dashboard to generate the same information. To start:

 

  1. Go to your Dashboard.
  2. Tap on Business Overview.
  3. Look for Profit and Loss, then filter the dates by clicking on the dropdown menu.

 

Concerning your journal entries, please ensure that the precise VAT details are set for each line accordingly so taxes are computed correctly. I'm adding this screenshot as your visual reference.

 

On the other hand, I'm adding this material for more tips while running your financial reports in our system: Learn how to run basic reports in QuickBooks.

 

Furthermore, here's how you may make the most out of your reports and preserve their current customization options for future use:

 

 

If you have other questions about your sales data and reports, please leave them in the comments section below. I'm only a few clicks away from assisting you once more. Have a wonderful day!

S
sewell@bottes.plAuthor
August 18, 2023

Thank you for your response but the problem persists. The realease of a sales accrual is correctly recorded in all reports. Tapping on the dashboard sales widget (graph) brings up a report which correctly includes the accrual and sales figure. It''s the dashboard headline sales figure that's incorrect because it has not recognised the accrual.

A
Ashleigh1
August 18, 2023

Hello sewell@bottes.pl, we would advise that you always use the reports more than the dashboard to get a try reading of your books.  As the dashboard won't always correctly represent your actual sales and expense fingers. If you run your actual sales/expense reports and those show the correct figures, then there is no issue, you just need to ignore the summaries on the dashboard.

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