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JHW2
Level 1

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

 
6 Comments 6
IntuitLily
Moderator

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

Thank you for posting in the Community, @JHW2.

 

May I know what sales report you've generated? If you create income with a Bank Deposit, this will only show in your Profit & Loss. You'll need to use either an Invoice (for sales on credit) or a Sales Receipt (for cash sales) if you want to see the income on the sales reports.

 

Additionally, you may pull up the Transaction List by Customer report to show all the customer transactions. Such transactions include invoices, sales receipts, and even bank deposits.

 

Here’s how you can pull up the report:

  1. On the left panel, click on Reports.
  2. Look for Transaction List by Customer from the search box.
  3. Adjust the Report period to show a specific period on the report.
  4. Click on Run Report.

Leave a comment below if you have other concerns by clicking on the Reply button. I’ll be here to assist. Have a good one!

JHW2
Level 1

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

Thank you IntuitLilly.

Transaction by Customer works OK

Cash transactions, recorded as a sales receipt, do not show in the Profit and Loss Detail report or Balance Sheet report. This is what I need. Do you have any other suggestions?

ShiellaGraceA
QuickBooks Team

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

Thanks for coming back, JHW2.

 

You can consider changing the Report period of the report. This way, we can identify if your sales have been recorded properly. Let me guide you how.

  1. Click Reports.
  2. Type "Transaction List by Customer" in the Find report by name field.
  3. Make sure to change the Report period at the upper right hand corner.
  4. Click Run report.

Then, check your business income account again.

 

Additionally, you can access your account via a private-browser to check if it's browser related of not.

  1. Press CTRL+SHIFT+N for Chrome.
  2. For IE and Mozilla, press and hold CTRL+SHIFT+P.

I've also added our article about reconciling accounts in case you need some.

 

Let us know if you have other questions. We're here to help.

JHW2
Level 1

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

Thank you for the response.

Sales (recorded as Sales Receipt) are showing in "Transaction List By Customer", as suggested, but not in "Profit and Loss Detail" or "Balance Sheet. These results are irrespective of the time period, browser (Chrome, Safari) or private browser. Cash Sales recorded as "Sales Receipt" are also not showing up on the Dashboard which suggests I am experiencing a loss. What other information can I provide to solve this issue?

 

RaymondJayO
Moderator

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

Hello there, @JHW2

 

Reporting income and expenses have two methods. These are accrual and cash. It could be the accounting method you select on the Profit and Loss Detail and Balance Sheet reports is Accrual. This might be the reason why the reports aren't showing the cash sales (sales receipts). 

 

To help you see the sales receipt amounts, lets change the method into cash on the two reports. Let me guide you how. 

  1. Go to Reports from the left menu. 
  2. In the Search box, enter the report name and select it. 
  3. Choose Cash in the Accounting method section. 
  4. Click Run report.

 

To learn more about the difference between the two methods, check out this article: Choose Between Cash and Accrual Accounting Methods In Reports

 

For your second concern, you can change the date range to make sure the cash sales are included in the Profit and Loss section of the Dashboard. See the screenshot below for your reference. 

Dashboard.PNG

 

You can visit this website: Customise Reports. In this link, you can learn more about the basics, sorting, filtering, and setting of date ranges on reports. 

 

I'm here anytime you have other concerns. Have a great day, @JHW2

JHW2
Level 1

My sales are not being included in reports even though they are listed as Business Income in my Products and Services. what is missing here?

The solution was in the "Income Account" for products. Products sold were in "Cash and Sale Equivalents". When changed to "Sales of Product Income", profits are shown correctly in the reports.