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gngbda
Level 1
posted
‎July 09, 2020 03:35 AM
last updated ‎October 05, 2020 7:21 PM

Need sales deposits to reflect as sales and not duplicate through out qbo but sync with actual deposits. deposits to reflect as sales and then to reflect on the dashboard

1. Every month I import my bank transactions that will show up and reflect as various transactions deposits and debits. 2. When I import all the information then approve the designation ie rent, sales deposit cash or credit card or company invoiced payable from my pos system. The deposits do not reflect as sales. 3. How can I get the sales deposits to reflect as sales and not duplicate through out qbo but sync with actual deposits.’ 4. What I am looking for is the deposits to reflect as sales and then to reflect on the dashboard.
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1 Comment 1
Charies_M
Moderator
Moderator
‎July 09, 2020 06:19 AM

Need sales deposits to reflect as sales and not duplicate through out qbo but sync with actual deposits. deposits to reflect as sales and then to reflect on the dashboard

Hello there, gngbda.

 

In QuickBooks Online (QBO), the Sales graph found on your Dashboard contains your sales transactions like invoices and sales receipts and does not includes journal entries posted to sales account, sales tax, and other income transactions like bank deposits. This is the reason why deposit transactions imported from your bank doesn't reflect on Sales as this will be counted on your Profit and Loss report.

 

You can also open the Sales by Customer Summary report to review the details of your sales graph.

 

Here's how:

 

  1. Click Reports on the left panel.
  2. Type Sales by Customer Summary in the search box.
  3. Filter the Report period.
  4. Click the Run Report button.

To give you more information about the QBO dashboard, here's an article made handy for you: An introduction to the home dashboard.

 

Let me know if you need further assistance with anything in QuickBooks. I'm here to help. Have a lovely day!

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