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November 14, 2022
Question

cash sales

  • November 14, 2022
  • 2 replies
  • 21 views

Why are my cash sales showing up on AR reports, like AR Aging Summary and Customer Balance Summary?

2 replies

Moderator
November 14, 2022

Hello there

 

I'll help you resolve this cash sales reporting issue. Beforehand, I would like to ask how did you record these transactions. Did you record them as sales receipts, invoices, or journal entries? I need this information to help you further.

 

In the meantime, you can check the line items or the accounts associated with the transactions if it is mapped to Account Receivable.

 

If you did not record these transactions as invoices or journal entries and the line items are not mapped with A/R, we can proceed and perform some basic troubleshooting steps. You can open a private window. This way, it can help clear some browser-related concerns.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

 

  • For Chrome, press Ctrl + Shift + N.
  • For Internet Explorer or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.
  • Mozilla Firefox: Ctrl + Shift + P

 

You can visit this article to know how to get the most out of your financial reports: Customize reports in QuickBooks Online.

 

Feel free to reach us back if you need further help with the cash sales reporting issues. Have a good one!

Rainflurry
Level 11
November 15, 2022

@kathysanderson 

 

Cash sales need to be recorded using a sales receipt.  This will keep them off A/R reports.