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April 26, 2021
Question

Hello Some of my sales receipts are showing under purchases in my final report.

  • April 26, 2021
  • 1 reply
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1 reply

Angelyn_T
April 27, 2021

Hi Mirriam.

 

I appreciate you for adding a post here on the Community forum. I'm here to help you with checking your reports for sales and purchases.

 

Income or sales transactions won't show up to your expenses or purchases. To review this further, I recommend opening the sales receipt transactions and review how they were added to QuickBooks. If necessary, you can delete and recreate them to correct your report. For your guide, you can open this article: Create and send sales receipts in QuickBooks Online.

 

On the other hand, if these entries are uploaded to QuickBooks manually, you can exclude them from your record. Once done, re-upload the file with the correct formats. 

 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Go to the For Review tab. If the transactions are already added to QuickBooks, switch to the Categorised tab first, then undo the process from there.
  3. Select the checkbox of the transactions to exclude.
  4. Hit Exclude.

 

Once done, here's how you can check the format of the file.

 

On the other hand, you can get more tips about handling reports in QuickBooks through this link: Run reports in QuickBooks Online.

 

If you have any other follow-up questions about your transactions or reports, please notify me by adding a comment below. I'm more than happy to help. Have a good one!