Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
.
Hello there, @Anonymous.
There are factors affecting the Sales graph on the Dashboard and your business Profit. It could be that the date range and accounting method used have caused this to happen.
We can run the Sales by Customer Summary report to review the components of the graph. I'll guide you on how to do it:
Additionally, ensure the sales items are linked with the correct income accounts by going to the Product and Services list from the Sales menu. Then, click each item to review the Income account. Ensure also that the items associated with the transactions are all recorded sales.
For future reference, you can check out this article to learn more about using report and customizing it to suit your business needs.
Let me know if you have additional concerns. I'll be there to guide you again.
Hi Katherine,
under the reports page I do not have "Sales by Customer Summary".
I am using Quickbooks self employed online.
Let me help and guide you on how to resolve your concern, RRRR1.
As my colleague mentioned, the date range can influence the data displayed on the Transactions and Home pages. Let's make sure the periods are the same so that the information matches.
We also recommend you compare your graph to the actual data of your financial report to get a better view of your business's financial status. You can read this article to learn more: Export transactions and get reports in QuickBooks Self-Employed.
For resources to guide you on how to accomplish each task in QuickBooks Self-Employed (QBSE), feel free to visit the Community page. There, you'll find topics and answers related to banking, mileage tracking, processing taxes, and filing tax forms, to name a few.
The Community always has your back. Don't hesitate to visit us again if you have any other QBSE concerns or additional questions about the data displayed in your company. I'd be delighted to assist you further. Have a great rest of the day.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here