Sales Numbers on Dashboard

Hi there, @K2RB.

Thank you for posting here in the Community. I'm here to help share information about the Sales graph and sales value in the Profit and Loss calculation shown in the Dashboard.

The amounts on your Sales graph on the dashboard are based on the sales transactions in your account for the period specified. This will not include journal entries posted to your sales accounts and the calculated sales taxes.

To double-check the amount shown on your sales graph, make sure that you filter the report date correctly by clicking the This Month drop-down arrow. Once done, run the Sales by Customer Summary report to check the details of your Sales graph.

1. Click Reports at the left pane.
2. Look for Sales by Customer Summary in the search field.
3. Change the Report period at the top.
4. Click Run Report.

A noticeable discrepancy between the Profit & Loss and a Sales reports may be due to one or more issues, including, but not limited to the following:

• The date ranges of the reports do not match.
• The accounting bases of the reports do not match.
• Sales items point to incorrect sales accounts.
• The P&L report includes transactions that do not use items (e.g., the Expense Tab on a bill or a journal entry).

The following steps should help correct discrepancy between Profit and Loss and Sales report:

• Confirm that the reports have the same date range and basis.
• Make sure the items point to the correct accounts.
• Check for transactions without items
• Compare the detail reports line by line to find differences.

If you need further assistance, you may get in touch with our QuickBooks Support Team.

Let me know if you have any other questions about reports in QuikBooks Online (QBO), I'm always here to help you. Have a great day ahead!

@Angelyn_T I'm sorry, I'm still not 100% understanding -- does the Sales chart on the dashboard include open invoices that have not been paid? Also, does it include estimates or delayed charges that have not been added to an invoice yet?

Thank you! These are the two areas I need clarification on.

I'm here to discuss the sales graph flow in QBO, haen6404.

The sales graph you see in the Dashboard only displays the posting transactions. That being said, it does not include estimates. Since you mentioned above that you're on accrual basis, the open invoices will also be included there.

On the other hand, the delayed charges will show if they have been added to your invoices. Lastly, deposits (not payments) that were posted directly to an income account will not be added on the sales graph.

I hope these cleared things out for you. If you have further questions, just leave a reply.

I'm really confused now because quickbooks is including my estimates as sales. So frustrating.

Hello there, @Texan91.

We currently have an ongoing issue where estimates are mapped as income. Our engineers are now investigating the root cause of this issue and resolve it in a timely manner.

To get recent information about the status of this matter, I recommend contacting our Customer Care Team. This way, you'll be added to the list of the affected users and get notified once any updates will be released. 

Here's how to reach them:

1. Click on Help at the top menu bar.
2. Hit on the Contact Us button.
3. Enter a brief description of the issue in the What can we help you with? box.
4. Press on Let's talk.
5. Select on Get a callback.
6. Key in your contact details, then tap on Confirm my call.

I'm always up for assistance, Texan91. Let me know if you have any other questions or concerns. I'll make sure you're taken care of. Have a great night!

the Sales Dashboard shows only the chart. It is not showing any numbers or days of the week, etc. What can I do to fix this?

Thank you for joining the thread, @ErinM3.

Let me share my ideas about the sales chart in QuickBooks Online. Sales Dashboard will only post those sales entered using the sales transactions, such as invoices and sales receipts. However, the other transactions posted to income will not be recognized by the sales dashboard. 

Also, you can filter the date range on your sales dashboard to pull up the sales of a specific date on the chart. Here's how:

1. Go to the Dashboard tab.
2. Click the Sales dropdown arrow.
3. Select the date you want to show on the chart.

Once done, you can run the Sales by Customer Summary report to check the details of your Sales graph. 

1. Click the Reports menu.
2. In the Find report by name field, search Sales by Customer Summary.
3. Customize the report.
4. Hit Run report.

You can also memorize the report to save the customization settings, refer to this link for the steps: Memorize reports in QuickBooks Online.

Fill me in if you need more help by leaving a comment below. I'll be around in the Community to help. Take care and have a great day!