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manta ray
Level 2

The sales report figures appear to be wildly wrong and do not match the categorised bank transactions

 
1 REPLY 1
Clark_B
QuickBooks Team

The sales report figures appear to be wildly wrong and do not match the categorised bank transactions

Hello there, Manta.

 

I'm here to provide insight into the sales report figures that don't match your categorized bank transactions.

 

To start with, the sales figure includes all transactions entered in QuickBooks, including those that are categorized. Just ensure that it matches your bank feeds to avoid duplicate sales or records. Also, I recommend doing some reconciliation to ensure that your records are accurate.

 

Additionally, you might want to check these articles to guide you get the most out of your financial reports.

 

 

Let me know if you have other questions or concerns about the Sales report. I'll be around to provide further assistance to you.

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