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randsconfectione
Level 1

My sales figure on the dashboard doesnt match what my actual sales figure is

 
1 Comment 1
LollyNino_C
QuickBooks Team

My sales figure on the dashboard doesnt match what my actual sales figure is

Thanks for checking in with us, @randsconfectione

 

I'd be glad to provide some information about the sales graph shown in the Dashboard. 

 

In QuickBooks, not all sales transactions are displayed on the dashboard. QuickBooks 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. Let's double-check the amount shown on your sales graph. You'll need to first make sure you filter its report dates 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. Here's how you can open the report:

  1. Click Reports in the left navigation bar.
  2. Enter Sales by Customer Summary.
  3. Change the Report period at the top.
  4. Click Run Report.

In addition, here's an article you may want to read in any of your available time: An Introduction to the Home Dashboard.

 

Let me know how it goes. If you need any other help, we're happy to do it here in the Community.