Skip to main content
March 24, 2024
Question

Dashboard is showing thousands less in sales than what has been created. The invoices are all listed, but the Dashboard shows incorrect sales. What can I do to fix this?

  • March 24, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 25, 2024

Hello, @cozad-carol.

 

Let me help you by sharing information about your Sales not reflecting in your Dashboard.

 

The Dashboard displays as a default when opening your company file or account. Here you'll see an overview of your business and it will be updated as you enter transactions in QuickBooks Online.

 

Moreover, the dashboard cards provide shortcuts to the information you need to scan swiftly.

  • Last month's Profit and Loss. Know what you're making and spending (if you connected your bank accounts). The Net profit total is based on money deposited and added for the last month, minus the last 30 days of expenses.
  • Review and accept bank transactions.
  • Last 30 days, 3 months, this year, or the previous year of expenses by category.
  • How many invoices are open, and which ones are overdue?
  • Your latest account balances.
  • Add new customers.
  • Mileage and total potential deductions.

 

Furthermore, to view all the sales you can run the Sales by Product/Service Detail report. Here's a step-by-step guide to help you get the information you're looking for:

 

  1. Go to Reports.
  2. Use the Find report by name field.
  3. Search for Sales by Product/Service Detail.
  4. Click the Customize button.
  5. Then, open the Filter dropdown, tick Product/Services, and select Sales.
  6. Finally, click Run Report.

 

For future reference, please check out this article about tracking of sales by Products & Services in QuickBooks Online: Track What You've Sold: Products & Services.

 

As always, you can leave a comment down below if you have any other concerns. I'd be more than happy to help. Have a good one!