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l-acleanican-gma
Level 1

I would like a summary of my expenses and income for the months of July, August and September. Can anyone help me on how I go about doing this please?

 
1 Comment 1
BettyJaneB
QuickBooks Team

I would like a summary of my expenses and income for the months of July, August and September. Can anyone help me on how I go about doing this please?

It's nice to see you here, @l-acleanican-gma.

 

Pulling up a report for your expenses and income for the months of July-September is a breeze. I can help you achieve this goal.

 

You can run the Profit and Loss report and customise the date from July-September. This report summarizes income and expenses, so you can see how profitable you are.

 

To do that:

  1. Click on Reports from the left pane.
  2. Refer to the Profit and loss.
  3. Select on the drop-down arrow and choose Custom date.
  4. Enter July 1 as the Start date and September 30 as the End date. If you want to have a summary for each month, just click the start and end date by month.
  5. Click on Applyau qbse report.PNG
  6. Choose the option that you want. You can View, Print, Email, or Download the report.


If you want a detailed list of all your transactions, you can export them into a CSV file. Here's a link that you check out for complete details about the process: Learn how to review and download transactions.

 

Lastly, you can visit this reference to learn more about the things that you can do in QuickBooks Self-Employed: Learn the basics of QuickBooks Self-Employed.

 

I got you covered if you need any help with QBSE. Your success is my priority. Have a lovely day!