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Hello @faisalshivani,
Before we can accomplish your goal for today, can you tell me more about your dashboard? Saying you need it fixed, can you tell me how it is showing you the incorrect data?
A screenshot will be much appreciated. Hope to hear from you soon. Take care and stay safe!
Pic1 is of dashboard showing total sales for the month.
Pic2 is the standard qb report 'sales by product summary' for the same month.
You can note dashboard figures shows total sales of 29million while the report shows the total 77million which is the actual figure.
Further in general qb is operating slow. Even further when i am using receive payment form the credit at the bottom some times doesnt load or takes very long then browser has to be refershed for that to appear. Even further sometimes credits are ticked green but payment isnt applied to invoices which also causes confusion. So these are some other minor glitches.
It's awesome to have you here in the QuickBook Community, @faisalshivani.
I can share some insights about why the Dashboard doesn't display all sales transactions.
Just so you know, 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 there. This is the reason why there is a big difference when you pull up a sales report.
Additionally, the data there is based on a specific date range. You can click the drop-down arrow in the upper right-hand corner of the graph to change the period. You can also open other reports like the Sales by Customer Summary report to review the details of your sales graph.
Here's how:
Also, if you are experiencing unexpected issues while using the QuickBooks Online mobile app, make sure to check if the app is updated. It will help the app work without interruptions.
You can use the Refresh Data option to download updates or apply recent changes to the application. To do that, follow the steps below:
If it doesn't work, try uninstalling and reinstalling the app. This will resolve unexpected behavior on mobile devices, and ensure updated security settings are downloaded.
Use these links:
For quick access to mobile app resources, see this article: Mobile applications hub.
Also, for your app suggestions, you can use the Help menu to send some reports to our developer.
I also recommend contacting our Phone Support Team if the issues you're getting are recurring. They can open an investigation about this unexpected hitch and run some diagnostics to fix the problem.
To contact support:
If you have other questions about our program besides this mobile app concern, please visit us anytime. We are more than happy to help you out. Have a lovely day, and thanks for reaching out to the QuickBooks Community!
Hello
1. Just to let you know i have found a soloution for the dashboard inaccuracies. I changed the accounting method from cash to accrual and the sales data on the report and dasboard became same.
2. Still tell me a remedy so that on reveive payment form invoice credits are shown perfectly like the way it used to without being delayed loading and ticks error. i use qb on chrome platform from laptop.
I appreciate you for sharing the details on how you resolved your dashboard discrepancies, @faisalshivani.
I also admire you for providing an update on the browser you're using. I'm here to help and ensure you run your business seamlessly in QuickBooks Online (QBO). Can you share with me the error message you receive on your end? Any additional information can help us narrow things down.
I'd also recommend updating your QBO mobile app and clearing your browser's cache regularly to ensure a smooth process. Too much data stored from your browser causes latency issues that can affect the performance of your account.
When everything looks good, you can check out this article for guidance in matching your accounts efficiently: Reconcile an account in QuickBooks Online.
If you need more help recording invoice payments or managing your reports, you're always welcome to post them in the Community. I'll be here more than happy to assist you anytime!
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