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A
arkvalleyinfo
October 16, 2018
Question

I have sales income but it does not show up on the dashboard as sales. Why

  • October 16, 2018
  • 7 replies
  • 0 views

I'm confused on what quickbooks actually considers sales.  I read one answer that said the dashboard only considers bank deposits as sales. Is that correct? 

    7 replies

    V
    VivienJ
    October 16, 2018

    Hello there gnilles,

    I'd be glad to provide some information about the sales graph shown in the Dashboard. 

    The amounts on your Sales graph in the dashboard are based on the sales transactions in your account for the period specified. This will not include journal entries posted to your sales accounts and the calculated sales taxes.

    Let's double-check the amount shown on your sales graph. You'll need to first make sure you filter its report dates correctly by clicking the This month drop-down arrow. 

    Once done, run the Sales by Customer Summary report to check the details of your Sales graph. Here's how you can open the report:

    1. Click Reports in the left navigation bar.
    2. Enter Sales by Customer Summary.
    3. Change the Report period at the top.
    4. Click Run Report.
    Let me know how it goes. If you need any other help, we're happy to do it here in the Community. 
    A
    arkvalleyinfoAuthor
    October 16, 2018
    I have the same problem  my dashboard shows $0 in revenue?  I do not invoice revenue we have a have a software platform and when it is used it automatically deposits into my account.  So the deposits are added to the revenue account.  this should show up as sales revenue?  what is wrong?
      A
      abluhm23
      November 5, 2018

      I believe the graphs and figures on the dashboard are "Cash" based not "Accrual" based.

      It would be nice to have some customization on this, as I like to look at certain financials on an Accrual basis rather than Cash.

        A
        abluhm23
        November 5, 2018

        After I commented on this I did some digging, and when I changed my Accounting method in the Company Settings to Accrual it updated the dashboard to Accrual reporting.

        Problem solved for me!

          G
          gcdb
          January 25, 2019

          Intuit strikes again - totally counterINTUITive! I sometimes wonder if any of the people there have ever run a business. "Sales" should show just that - sales - not just "sales entered while typing with your left hand and blindfolded," because that's what the QB developer decided. "Sales" should correspond directly to the chart of accounts and any sub-account of it, regardless of how it was entered. Likewise with . That said, I have zero confidence it will ever be changed. It seems that, architecturally, many bad design decisions were made while developing both QB Desktop and QB Online, and things like that are hard to change.

            S
            SPCrystals
            January 9, 2020

            After already paying for 3 months on QBO, I spent hours learning how to use it only to just now find this out.

             

            As with everyone else here, I'm beyond pissed. This makes QB WORTHLESS to me. I've already had issues figuring out how to import my Etsy transactions (since I want the features of QBO, not the Self-employed version) and now I can't even see my sales?! WTF QB!

             

            Given that this thread is a year old and I'm CERTAIN it's not the first time it's been mentioned, HOW HAS THIS NOT BEEN FIXED YET?!

             

            I've already submitted "Feedback" on QB so spare me the reply with that. Fat lot of good it does, clearly.

              D
              dhempler
              March 5, 2020

              It is beyond ridiculous that this is not fixed yet. Sales should be sales. Period. Unfortunately, for some reason, QuickBooks is still the industry standard. Looks like they are ripe to be picked off by any sane developer with a grasp of the English language and standard accounting practices.  

               

              I await the day I can see my sales on the cool widget ya'll probably invested a lot of time, energy and dozens of meetings inventing. 

                C
                cristalm
                August 9, 2020

                Aug 9, 2020 and this issue still seems not to have been resolved. I am deeply saddened to see that quickbooks has not found this oversight as an important urgent need to correct issue.  I hope that they maybe able to get this to work at some point. Seems like they are missing out on just how important this is.

                  G
                  GCurry
                  June 6, 2021

                  I have the same problem.  Sales not showing dashboard and 2 visits in chat and one phone session for a total of 3 support sessions with QB support could not identify the problem or fix it.  The quality of support with QB is well below average at best.

                  G
                  GCurry
                  June 6, 2021

                  That is false as QB can't fix my dashboard for sales as most of our income comes from bank deposits identified as "SALES" but QB still won't count them as sales on dashboard.

                   

                  Support can't fix the problem either

                  H
                  Hds2021
                  May 4, 2022

                  I’m shocked(as a new user )to find that QuickBooks is worthless to me since it doesn’t track the income properly.

                   What a handicap for such a renown company!!! Seriously what are you thinking not fixing this childish feature.

                   

                  unfortunately, I’m out, Freshbooks will be my next option. Or until I find one that understands income! 

                  pissed off customer here = horrible word of mouth

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