Thanks for reach back out, @lisaw66.
Let me chime in about why your dashboard is showing different amounts from the reports in sales. The amount of your sales graph on the dashboard is based on the sales transactions in your account for the period specified. It only displays the posting transactions, not estimates.
A noticeable discrepancy between the profit and loss and sales reports may be due to one of more issues, including, but not limited to the following:
- The date ranges of the reports do not match.
- The accounting bases of the reports do not match.
- Sales items point to incorrect sales accounts.
- The P&L report includes transactions that do not use items.
The following steps should help correct discrepancy between Profit and Loss and Sales report:
- Confirm that the reports have the same date range and basis.
- Make sure the items point to the correct accounts.
- Check for transactions without items
- Compare the detail reports line by line to find differences.
Let me know if there's anything else I can help with.
