cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to do a month end report

Hi I am really new at this

Can I do month end reports 

1 Comment
Highlighted
QuickBooks Team

How to do a month end report

Hi there, 

 

Welcome to the QB Online family! It's great to have new users like you on board. QuickBooks Online makes it easy to create a month-end report/statement. I'd be happy to show you how you can set this up on your end. 

 

In creating a statement, you can only view the date, activity, the total amount of the invoice and balance due. To learn more about creating statements, check out this helpful article here:

Create and view customer statements. Since the statement doesn't show the specific detail of an invoice, you can track this by opening a Transaction Detail report. 

 

Here's how: 

  1. Go to Reports and choose Transaction Detail by Account.
  2. You can customize the report by Product/Service and Customer. Just click the Customize tab.
  3. You can also modify the Display density by clicking the Gear icon in the upper right of the report.

Give this a try and if you have questions, I recommend contacting our support team using this link.