Account management
The discrepancy between the percentage displayed on your Profit & Loss widget and your report is likely caused by misaligned date ranges, Kara.
Since you mentioned that the reports you generated display the correct percentages and data, but the widget on your dashboard shows a discrepancy, please know that this issue occurs when the widget is set to a different date range than the one used in the report.
By default, the Profit & Loss widget displays data for the Last 30 Days, which could lead to the percentages not matching your report. Since you've specifically pulled up This Year to Date vs Last Fiscal Year to Date in your report, you need to ensure the widget is also set to This fiscal year to date for accurate comparisons. Here's how you can update it:
- Open your QuickBooks account.
- Navigate to the Dashboard, then select Home.
- Locate the Profit & Loss widget.
- Click the dropdown that says Last 30 Days.
- From the dropdown menu, choose the appropriate date range, such as This Fiscal Year to Date.
Once you've updated the date range, the widget will refresh automatically and display the correct percentage change, showing you how much your net profit has changed compared to the prior period.
If the widget still displays inaccurate data after adjusting the date range, I suggest refreshing the page or logging out and back into your QuickBooks account. At the same time, ensure all imported bank transactions have been properly categorized. Uncategorized entries can prevent it from showing the most updated information.
You can also check the Completeness Meter, which will show you how many transactions have been categorized.
I'll also include this article to help you with saving personalized reports in QuickBooks: Save a customized report.
You're free to reply to this post if you have other concerns about this.
