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bill-adams
Level 1

Why are the sales not showing up on the financial statements

 
1 Comment 1
AddieC
QuickBooks Team

Why are the sales not showing up on the financial statements

Hello, 

 

QuickBooks Online helps you organize your sales transactions with customer financial statements. It's a good idea to view your statements often to ensure everything is up-to-date. I'd be happy to help explain why your sales may not be accounted for on your statements. 

 

In QuickBooks Online, statements are used to show customers a summary of their invoices, payments, credits, and balances. Take a look at this article for more information about statements: Create and view customer statements.

 

If you're looking at a Transaction statement, you'll want to ensure you've selected the proper date-range to display the sales you're looking for. If you're running an Open Item statement, you'll see all the open and unpaid invoices from the last 365 days. If you're running a Balance Forward statement, you'll see a list of invoices and payments with balances for the date range selected. 

 

Keep in mind that you may be looking at a different statement type that may not have the sales you're looking for. Another important reminder is to always check the dates. 

 

If you've checked all the above variables and you're still running into issues, please contact our tech support team for further assistance. 

If you have any questions, let me know. 

 

Have a nice day!

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