Account management
I can share additional information, @lisaw66.
The information displayed in your dashboard depends on the accounting method set in your account’s preferences. Let’s first review your account’s accounting method.
Once completed, let’s view and compare the Sales by Customer Detail report with the data in your dashboard. You can customize this report to display your sales transaction grouped per Sales Rep.
Here’s how:
- Go to the Reports menu.
- Scroll down to the Sales and Customers section.
- Select the Sales by Customer Detail report.
- Filter the Date Range and Account Method.
- Click the Run Report button.
Lastly, make sure all your sales transactions are assigned to a specific Sales Rep. Transactions that were not assigned to a Sales Rep will be listed under the Not Specified section. For more insights, you can read through this article: Filter, search, and sort with custom fields.
Also, you check this article to learn more about QuickBooks Online dashboard: An introduction to the home dashboard.
Leave a post below if you have other questions about the different accounting methods in running a report. I’m always here to help.
