The income widget on my dashboard is not updating, how do I get it to update with the current info?

It's good to have you in the Community, Ann. Let's work together to ensure your Income Widget from the Dashboard will update its information.

Before anything else, I'd like to know your QuickBooks Online (QBO) product subscription and if the total amount in your Income Widget isn't the same as the All Sales or Invoices totals.

In the meantime, we can perform some basic troubleshooting steps. Let's start by signing in to your account via private or incognito mode to avoid storing cache data files that can cause lag when running web-based programs.

You can refer to the shortcut keys below:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift + N

After that, check your Income Widget. If it's updating, clear the cache of your default browser to remove all damaged data. If the issue persists, you can utilize another supported browser or device.

I'll also share this article to guide you on placing your transactions into correct accounts: Categorize online bank transactions in QuickBooks Online.

Please know that anyone who seeks help relating to QuickBooks issues is always welcome here, so don't hesitate to leave a comment below if you have additional questions about the display of your Income Dashboard. We'll be willing to lend a hand. Take care, and have a good day.

Hi, no that didnt work and now it has all invoices open and overdue at 0 on the dashboard widget and that is incorrect.

Advice?

Thanks,

Ann

Your efforts and time spent performing the suggested troubleshooting steps are valued, ann. I’m here to help you find the right support channel to investigate the discrepancy between the income widget dashboard and your sales transactions. 

Given that the initial diagnostic procedures have been completed, I recommend contacting our live support representatives. These experts have the necessary tools to investigate the cause of this unusual behavior through a screen-sharing session.

Let me walk you through the process:

1. Go to the Help icon and hit the Search tab.
2. Key in I need to talk to a live support or other similar contexts.
3. Select the Contact Us button.
4. Choose how you want to connect with us:
   • Have us call you: We'll call you in about 5 min.
   • Chat with us: Start a conversation.

Also, I'd suggest reviewing their support hours to confirm availability.

Lastly, I'll include these articles for more information on how to receive customer payments and manage credits effectively:

• Record invoice payments in QuickBooks Online.
• Handle a customer credit or overpayment in QuickBooks Online.

Come back to this post if you have more questions or need further assistance managing your display settings. We're always available day and night to help with your inquiries.  

Hi,

I had to call in to QB help, apparently its an ongoing issue with a lot of other users besides myself.  This is the second issue I have had in the past 4-6 months with all of Quickbooks updates.  I get there are issues here and there but to be told that QB can't compensate because of technical reasons is quite comical.

Ann

This must be widespread; I'm having the same issue.

I appreciate you bringing this to my attention, Shaun16. I understand how important it is to have up-to-date information on your dashboard, and I want to assure you that your concerns are a top priority for us. Let's tackle this together and ensure your income widget updates with the current information.

Let's start by checking your web browser to identify the problem. This will help us figure out why the Income Widget isn't updating. Log in to your account using private or incognito mode. This way, we can bypass any cached data that might be causing delays

You can refer to the shortcut keys below:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift + N

After that, check the Income Widget. If it updates successfully, go ahead clear your browser's cache  to get rid of any corrupted files. If the issue persists, use another supported browser or device.

If the same thing happens after performing the steps above, I recommend contacting our Customer Care Support team. They're equipped to dig deeper into this unusual behavior through a screen-sharing session.

Let me walk you through the process:

1. Go to the Help icon and hit the Search tab.
2. Enter the keyword of your concern in the search field.
3. Select the Contact Us button.
4. Choose how you want to connect with us:
   
   
   • Have us call you 
   • Chat with us: Start a conversation.

As you continue to manage your finances effectively, I'm sharing an article: Categorize online bank transactions in QuickBooks Online. This guide will show you how to put your transactions in the right accounts, making it easier to track your money.

If you face any QuickBooks challenges or need advice, don't hesitate to comment below. I'm ready and eager to assist you, especially with any questions about your Income Dashboard.

Same issue here, too!