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RED7STUDIOS
Level 2

Buggy and Incorrect dashboard, Cash Flow Forecast, Sales data , Profit & Loss data problems.

I can't believe I'm paying for his software, the only reason I'm using QB over Starling was for the dashboard and it doesn't even work.

 

The Business Overview - CASH FLOW FORECAST is doubled.

Doesn't show the correct information, on the web app it's doubled, my December is 6.7K I earnings but on the website, it's doubled to 11K... completely wrong.

 

The Business Overview - Sales

Doesn't show any sales for Cash Basis... how do I get this to show sales?? My invoices are sent and paid but they don't show here only on accural.

 

The Business Overview - Profit & Loss

Profit and loss als only works witha acural...

2 REPLIES 2
Ashleigh1
QuickBooks Team

Buggy and Incorrect dashboard, Cash Flow Forecast, Sales data , Profit & Loss data problems.

Hello RED7STUDIOS, The Dashboard widget is mainly for a quick view to see those estimated figures at a glance, I would use the Ageing report as the correct figure, and disregard the Dashboard figures as an estimate, since you cannot change the date range on that widget

 

Because the dashboard figure will always show an estimate based on the last 365 days of Open invoices. The report will show a more accurate figure of every transaction posting to the Accounts Receivable account, over whatever date range the customer wants to enter. Essentially, if any report disagrees with the dashboard figures, please advise the customer to use the report figures, as you cannot edit how the dashboard widgets work, and they do not always show accurate figures for every business type, and every customers situation, and desired results.

RED7STUDIOS
Level 2

Buggy and Incorrect dashboard, Cash Flow Forecast, Sales data , Profit & Loss data problems.

Hey There, Thanks for your response.

 

The Cash flow forecast is just bugged though, It's different on my iPad "the app" to what it is on pc "the website", It needs to be reported and looked at as bugged, nothing to do with estimated figures.

 

I just want my dashboard to not be bugged in which there's no excuse for why my income of 6.7k should magically say 11k... My iPad displays it fine 

 

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