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IntuitSheila
Level 8

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Hi Von-1,

 

Thanks for your post in the Community!

 

The Sales dashboard in QuickBooks Online will display all transaction under uncategorised income accounts and deposits. As compare to the Profit and loss report this will show transactions using income and expense accounts.

 

I would recommend checking the following to compare the sales dashboard and the P&L report:

 

  • 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 (e.g., the Expense Tab on a bill or a journal entry).
  • List or transaction damage in the company data file.

We can also run a report like your Transaction List by date or the Transaction List by Customer and filter it to show All sales, invoices and other income transaction.

 

Also the amounts on your dashboard's Sales graph are based on the sales transactions in your account for the specified period. This excludes journal entries posted to your sales accounts and calculated sales taxes.

 

Post again in the Community if you have further concerns. I am around to help you.