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grassrootschilli
Level 1

My 2021 profits are not showing on my dashboard

 
1 Comment 1
LauraAB
QuickBooks Team

My 2021 profits are not showing on my dashboard

Hello grassrootschilli,

 

The Dashboard, or Home section in the browser, of QuickBooks Self-Employed is a useful area of program to see an overview of the data you've entered into the software. When it comes to working with this section, there are a few things to keep in mind to ensure that you're seeing the information you're looking for. I'd be happy to help with this.

 

Since you mention the Dashboard specifically, it sounds like you're working in the app. Even if you're not, however, there are filters in this section of the books where you can change the time frame for the information that you're seeing displayed. Since you're not seeing your 2021 profits, it could be that the wrong year is selected on your Dashboard tiles. Here's how to check on that.

  1. Tap Filter on the tile in question.
  2. Choose This year to see the information for 2021.

If that still doesn't do the trick, the next thing to consider is how you've been entering the transactions you're expecting to see as profit. For instance, if you've been entering invoices, make sure that any invoices that should be marked as paid are. QuickBooks Self-Employed works on cash-based accounting, meaning that it doesn't take into consideration projections of what profits will be once invoices are paid. Here's an article that can help: Create invoices in QuickBooks Self-Employed

 

The next thing you can try is uninstalling and reinstalling the app. This helps to ensure that the app is free of cache and other issues that could prevent it from working correctly.

 

Finally, I suggest connecting with the QuickBooks Self-Employed team outside of this community forum to troubleshoot and discuss this further. Here's how you can get in touch with that team.

  1. Select the Assistant feature.
  2. Type and enter "talk to human" in the chat box.
  3. Follow the prompts to reach support.

That should get you back on track. Wishing you the best with this!

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