Skip to main content
LeithG
LeithG
May 7, 2020
Solved

Sales Dashboard includes non-invoice deposits

  • May 7, 2020
  • 1 reply
  • 0 views

In looking at the sales tab on the dashboard, it appears as though non-sales deposits are being recorded as sales.  Including:

- bank transfers as a result of currency exchange

- deposits to the business from shareholders for expenses

- bank fees charged to the bank account

 

The same is true of the Sales report showing under 'unspecified' customers.

Seems like a bug that non-invoice items should be counted as sales...

 

Lance.

Best answer by LeithG

That'd be great! I love that you're thinking of others who might come across this too. This is what the Community is all about: sharing what we know and learn to help each other. :)


Aha!  In reviewing the transactions, the tax chosen was 'Out of Scope (Sales)' where it should have been something else; upon removing this tag, or changing it to purchases, these transactions fell off the sales report and widget.

1 reply

L
LauraAB
May 7, 2020

Hello Lance,

 

I appreciate the details of what you're seeing in on your QuickBooks Online Dashboard. The Sales tile calculates based on sales transactions entered into the books, such as invoices and sales receipts. Since you're seeing other kinds of transactions making up the numbers in that tab, it's important to consider how they've been entered into your books. I'll help you with this.

 

Transactions using the Bank Deposit feature in QuickBooks shouldn't hit that tile, even if you were to use a sales income account. Additionally, bank fees should register as expenses in the account rather than sales when you're adding the fees from the bank feed or entering them manually on the reconcile setup for the account.

 

In light of this, getting a closer look at how these transactions have been recorded is key to determining what's going on. I recommend reviewing the transactions in your books to make sure they haven't accidentally been recorded as sales transactions. If they have, simply delete the transactions and then rerecord them as needed.

 

If everything looks to be entered as it should, feel free to get in touch with support to speak directly with an agent. One-on-one conversations allow us to more easily help you resolve your QuickBooks issues and get you back to work more quickly. Choose from one of the following options.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social Media: Facebook, Twitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

All the best to you.

LeithG
LeithGAuthor
May 7, 2020

Thanks for the input LauraAB

Theyre definitely not sales transactions since they were brought over using the Banking interface with my accounts.  I’ll give support a ring and see if they spot something and update here for everyone’s benefit.

L
LauraAB
May 7, 2020

That'd be great! I love that you're thinking of others who might come across this too. This is what the Community is all about: sharing what we know and learn to help each other. :)

    Terms & ConditionsAccessibility statement