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My sales dashboard figure is incorrect. It is $757.90 more than the sales amount in the profit and loss report for the same period. The $757.90 is for an invoice amount paid by a customer twice in error. It was allocated as a deposit to accounts receivable and has now been refunded and accou8nts receivable now back to $0.
Why does the dposit of $757.90 get included in the sales dashboard when it is not applied to an invoice and has been refunded?
Hi Von-1,
Thanks for your post in the Community!
The Sales dashboard in QuickBooks Online will display all transaction under uncategorised income accounts and deposits. As compare to the Profit and loss report this will show transactions using income and expense accounts.
I would recommend checking the following to compare the sales dashboard and the P&L report:
We can also run a report like your Transaction List by date or the Transaction List by Customer and filter it to show All sales, invoices and other income transaction.
Also the amounts on your dashboard's Sales graph are based on the sales transactions in your account for the specified period. This excludes journal entries posted to your sales accounts and calculated sales taxes.
Post again in the Community if you have further concerns. I am around to help you.
The date range is set to this financial year and on a cash basis which is the same as the P&L report.
As the $757.90 is a deposit for a customer payment made in error it was refunded to the same customer 2 days later. I don't understand why then it shows in the sales dashboard?
Thanks for checking out the information, Von-1.
There is no way to change how that Dashboard Widget works, it will really include any deposits created, so I would advise using the P&L or a different Sales report that best fits how you record your sales.
I would recommend contacting our Customer Care Team to help check your transactions and reports in QuickBooks Online.
Drop by again in the Community if you have other concerns.
I agree. Something has changed in the way the dashboard sources its information.
My sales widget is displaying a total sales figure over $50,000 higher than the actual sales figure in my P&L report.
Hi nybf,
Thanks for getting back to us. The Profit and loss report in QuickBooks Online will show figures excluding GST amounts. As compared to the sales dashboard in QBO it will show total sales including the GST.
Furthermore, let's check also the following below to compare you sales dashboard and P&L report:
In the meantime, let's run a different report to help you compare your sales income with your P&L report. Let's first run the Sales by Customer Summary report. Here's how:
You can check this link to learn more about the sales dashboard: Get started and adjust settings after you sign up for QuickBooks Online.
If you still need further assistance with your sales dashboard vs your Profit and loss report, I would recommend contacting our Customer Care Team. That way, they can further help you check your sales figures.
Drop by again in the Community if you have further concerns with QBO.
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