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dndliquor
Level 1

On my Business Overview for "Sales" it shows no Sales made when I do a JE for Sales

I use another POS system that isn't compatible with QuickBooks Online and at the end of the day I'll print out my sales report and transfer them to QuickBooks Online doing a JE. The problem is that on my Business overview it doesn't show any sales I made and show no sales at all since January 

 

on my JE I have it entered like this

Sales - Credit

Undeposited Funds - Debit

 

is there any way to fix this? 

4 Comments 4
ChristieAnn
QuickBooks Team

On my Business Overview for "Sales" it shows no Sales made when I do a JE for Sales

Welcome back to the QuickBooks Community, dndliquor. I'll share details on how Business Overview works in QuickBooks Online. I'll also ensure you can perform alternative steps so your sales data shows up on the said page.

 

Please know that with the Business overview, you can only see the Cash Flow forecast, your business's profitability with profit and loss, expenses, income, and sales widgets, and see all your connected bank account balances in one place. With this, you're unable to see the created journal entry on the said tab. 

 

As a workaround, I suggest manually entering your sales data into QuickBooks Online by creating an invoice, recording invoice payments, and sales receipts. The transactions will then appear in the Business Overview Sales area. You can follow the steps below on how to process each entry.

 

Here's how to record an invoice:

 

  1. Click the + New button and choose Invoice.
  2. Select Add customer and choose a customer from the dropdown list. 
  3. Enter the Invoice dateDue date, and Terms.
  4. Select Add product or service and choose a product or service from the dropdown arrow.
  5. Fill in the other necessary field.
  6. Click  Save and close.

 

Receive invoice payment:

 

  1. Click the + New. Then, Receive payment.
  2. From the Customer dropdown, select the name of the customer.
  3. From the Payment method dropdown, select the payment method (credit card, debit, PayPal, Venmo, or ACH bank transfer).
  4. From the Deposit to dropdown, select the account you put the payment into.  
  5. In the Outstanding Transactions section, choose the checkbox for the invoice you're recording the payment for.
  6. Click Save and close.

 

Then, you can open this article to learn how to create a sales receipt in QuickBooks.: Create and send sales receipts in QuickBooks Online.

 

Lastly, I'm adding this article to see details on how the Sales page gives you a great at-a-glance view of the status of your sales transactions, like open and paid invoices: View sales transactions in QuickBooks Online.

 

Please feel free to add a comment below if you have other concerns about managing your sales transactions in QBO. I'm always ready to help. Take care, and have a great day, dndliquor.

dndliquor
Level 1

On my Business Overview for "Sales" it shows no Sales made when I do a JE for Sales

When I create an invoice it's asking me to enter an email for the invoice but this is suppose to be my daily sales 

dndliquor
Level 1

On my Business Overview for "Sales" it shows no Sales made when I do a JE for Sales

When I create a sales receipt it shows it as services instead on my report, is there a way to fix this as well? 

ChristineJoieR
QuickBooks Team

On my Business Overview for "Sales" it shows no Sales made when I do a JE for Sales

I'm here to help you, @dndliquor. 

 

When creating an invoice in QuickBooks Online, you have the option to send it to your customer. This is the reason why when you press the Save and Send button, it requires an email. You can go and click the Save button or Save and Close if you don't need to submit the invoice to your client.

 

Furthermore, for your second query, may I ask a screenshot of the error you encountered? I want to ensure to see the same view so I can provide the exact solution to you.

 

Please don't hesitate to come back to this thread. 

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