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Corbin Dallas
Level 1

Reports / sales dashboard not reporting total income

Hello,

 

I've noticed that my dashboard / sales reports do not show my paypal / zelle / venmo income.  I have them categorized as sales of product income.  The reports show my income from Square / invoices but not other sources.  Anyway to fix this?

 

Thanks

6 Comments
ReymondO
QuickBooks Team

Reports / sales dashboard not reporting total income

The issue may appear when there's too much cache accumulated on your browser, @Corbin Dallas.

This is the reason why you're unable to view the sales report for these transactions. 

To fix this, I recommend performing some basic troubleshooting steps. Let's start by accessing your account in a private window. This way, we can easily isolate the concern. 

 

Here's how:

 

 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If it works, go back to your regular browser and clear its cache. Otherwise, switch or use a different supported browser. This might be a temporary issue with QuickBooks and the current browser that you use.

 

If you're still getting the error, it would be best to get in touch with our phone support or chat team. They have the tools that can check the error in your account through a secure environment. 


I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can. Have a great day.

Corbin Dallas
Level 1

Reports / sales dashboard not reporting total income

Hi @ReymondO 

 

I'm using the QBO Desktop app to view these details.  I tried it in Chrome incognito and I'm still experiencing the same issue. 

AlexV
QuickBooks Team

Reports / sales dashboard not reporting total income

Good day, Corbin Dallas.

 

Let me share some details about the dashboard and reports.

 

We need to make sure that we set the correct dates for both the dashboard and the report. Incorrect reporting dates will result in missing or incorrect data. For more details, here's how to customize reports in QuickBooks Online.

 

Also, you'll want to review how you categorize the transactions. That may be the reason why it's not showing correctly. In addition, please reach out to our Customer Support Team so they can take a look at it and see the root cause.

  1. Go to Help and click Contact Us.
  2. Enter PayPal / Zelle / Venmo income and select Let's talk.
  3. Choose either to Start a message or Get a callback.

Let me know if you need more help by leaving a comment again. Stay safe!

Corbin Dallas
Level 1

Reports / sales dashboard not reporting total income

@AlexV @ReymondO 

 

Hi Alex,

 

I went through the two video tutorials you provided and I am following the instructions.  Any other advise?

Corbin Dallas
Level 1

Reports / sales dashboard not reporting total income

@AlexV @ReymondO 

 

I went through these two video tutorials and I am following the instructions.  Any other possible solutions?

Joseph_A
QuickBooks Team

Reports / sales dashboard not reporting total income

I appreciate that you've done the research and watch video tutorials to solve the issue, @Corbin Dallas.

 

If you have tried following the process from these videos and still have the same issue, I recommend contacting our QuickBooks Online Support Team. They have the available tools to further investigate the root cause of this problem you encountered.

 

Here's how to contact our support team:

  1. Log in to your QuickBooks Online.
  2. Go to Help, then click Contact Us.
  3. Enter a short description of your concern and select Let's talk.
  4. Choose either to Start a message or Get a callback.

To know more about the available customization in Quickbooks Online, check this article: Customise reports in QuickBooks Online.

 

It's my pleasure to help you and I'll be happy to assist you further. Have a good day!

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