Not all sales transactions are displayed on the dashboard, Jordan-Rosner.
QBO only displays the Invoices and Sales Receipts to calculate the sales amount on the Dashboard. Journal Entries posted to sales account, sales tax, and other income transactions like bank deposits will not be displayed.
Additionally, the data being shown there is based on the specified period. You can click the drop-down arrow in the upper right-hand corner of the graph to change the period. You can also open the Sales by Customer Summary report to review the details of your sales graph.
You can always leave a reply if you have questions on this.
Hi then how would that work for an ecommerce store that doesn't invoice people, and all sales come in as deposits to the bank account? Not all businesses invoice. And after reconciling all accounts and connecting everything, just to see that big feature flaw makes me want to give up. It should be a simple thing, just let all income categorized as sales show up on that dashboard! Please.
Good to have you here, yvy1.
Since you don't invoice your customers, I'd suggest using the sales receipt instead. This shows all of your income categorized as sales.
Once done, you'll need to record this deposit in QuickBooks. Go to the Plus icon, and select Bank Deposit. From the Account drop-down, choose the account you want to deposit the money into. Select the box for each payment. Then, Save and close.
Let me know how these steps work for you. I'm just around if you need more help.
I appreciate your swift response, @yvy1.
QuickBooks Online is designed as a do it yourself accounting software. Thus, the program lets you categorized each transaction to ensure that you will have an accurate report.
In addition to my colleague's suggestion about using the sales receipt, you can also record your total daily sales in QuickBooks Online using a single sales receipt. This way, you can enter a single sales receipt to report the total daily sales. It will help you save time while still keeping your income reports accurate.
To help you get started, you can refer to our help article for a step-by-step guide: Record your total daily sales.
Let me know if you need help with anything else. We'll be glad to help in any way we can. Have a pleasant day ahead!
Thanks for getting back to use, @yvy1.
Yes, depositing the sales data to the Undeposited Funds account will work. This process can help get the transactions posted on the Sales Dashboard without duplicating them.
Using this account is a convenient way of handling the money that comes into your business. This is because it serves as the default deposit to account when receiving payments.
For additional resources, I’m adding a link with detailed steps on how to input payments and make a deposit: Undeposited Funds.
Let me know if you have any other concerns or questions while working in QuickBooks. I’ll be right ready to help you. Wishing you the best.
I can add more details on how to properly record your sales, yvy1.
It will surely duplicate the transactions if you've entered it manually in QuickBooks, and import it from BigCommerce. Not unless if you match the two transactions. Check this article as your guide: Match and categorize your downloaded transactions.
Also, all sales transactions will reflect on the Sales dashboard. This means, regardless of what type of account you've chosen, it'll add up on the Sales dashboard.
I agree to what my colleague mentioned, to record your sales as Sales Receipts is a best workaround. In creating sales receipts, you have an option to deposit it to correct account. It'll be added on the Sales dashboard as well. This article will guide you on how to record your total daily sales.
Should you need anything else, visit our Help page for more helpful articles. You can also post again in the Community.
Thank you for sharing your preference with the Sales statistics. I'm here to help share information about the dashboard in QuickBooks Online.
Income will only reflect on the Dashboard, sales reports, and Profit and Loss report if you use Invoice (for sales on credit) or Sales Receipt (for cash sales). At this time, using the Bank Deposit feature for recording sales will only reflect the data solely on the P&L report.
Since these are only the type of transactions that will reflect from the Sales dashboard, I'll be taking note of your request with the deposits. For any updates regarding the new features and options, I recommend visiting our QuickBooks Blog website.
To know more about the recording of sales transactions, I'm adding the article I recommend on this:
Thanks for reaching out with regards to the sales recording process in QuickBooks. The Community is here to ensure your success.
I appreciate you getting back to us, @yvy1.
Let me redirect you to the best support available to help you connect your Bigcommerce store to QuickBooks Online.
It's good to connect your Bigcommerce store to QuickBooks Online to automatically sync all order, product, and customer data. This way, you don't have to spend more time entering sales receipt manually in QuickBooks.
However, I suggest contacting Bigcommerce support so they can help you connect your Bigcommerce store to QuickBooks Online.
Also, connecting Bigcommerece to QuickBooks allows you to import and retrieve orders you would like to sync. With that being said, all sales data from Bigcommerce will show on the dashboard and sales reports in QuickBooks.
In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.
I'm here anytime you have other concerns. Wishing you and your business continued success!
Hi there, @yvy1.
I appreciate you for getting back to us with detailed information about your concern. I'm here to provide some ways to get around with your concern.
First, if you have an option to process invoices in BigCommerce, you can link them to the deposits after syncing the app to your QuickBooks. Let me show you how:
Another option is using the sales receipt. Since the sales data from the BigCommerce comes in as sales receipts, you can delete the deposits to avoid duplicates. This way, the data will show on the Dashboard.
Just make sure that the transactions will be deposited into your bank. If you need assistance with the mapping, I recommend reaching out to the Bigcommerce support to help you out.
Additionally, there are video tutorials designed to help a user get accustomed with QBO which can be accessed at the following link: QuickBooks Tutorials.
I'm just a post away if you should have any questions. Have a good day.
Hi there, yvy1.
Since the sales data that are coming from Bigcommerce duplicates the deposits, you might want to visit our Intuit App Store. Then, look for a Transaction Importer app, that can help you import sales receipt only from Bigcommerce.
Once done, please contact the Amazon pay and Braintree technical support to help you connect the payments via Banking page in QuickBooks Online.
Then, match the downloaded banking transactions to the imported sales receipt from Bigcommerce.
You can always reply to this thread if you have questions on this.
I can share with you a recommended workflow to your special scenario, yvy1.
You need to ensure that the imported transactions from Bigcommerce should be sales receipts. Then, deposit it to Undeposited Funds. To match all gateway payments you need to add the fees. Here's how:
Then, match the deposit to your bank feeds.
I've added screenshot of our recommended workflow:
Let us know if you need clarifications about this process. We're always here to help you out.
I have a similar issue, although from the opposite side. I just posted this question:
Why did journal entries(for missed CC bill payments) cause the cumulative value of the JE's to be subtracted from the monthly sales total (dashboard), but not from sales?