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Report of total sales for each month for a calendar year

require a total sales report for each month of the year but without the clients names

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Best answer 03-11-2019

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Moderator

Report of total sales for each month for a calendar year

Hi nuagefish,

We cannot pull up a sales report for each month without the clients name in QuickBooks Online. However, you can export a report to Excel and manipulate it there.

  1. On the left panel, click the Reports menu.
  2. Search Sales by Customer Summary, and click Customize.
  3. Under the General section, change the report period to This Calendar Year or This Fiscal Year.
  4. Go to the Rows/Columns section, and change the columns to Months.
  5. Click Run report.
  6. Click the Export icon, and select Export to Excel.

Let me know if you have other concerns.

View solution in original post

2 Comments
Highlighted
Moderator

Report of total sales for each month for a calendar year

Hi nuagefish,

We cannot pull up a sales report for each month without the clients name in QuickBooks Online. However, you can export a report to Excel and manipulate it there.

  1. On the left panel, click the Reports menu.
  2. Search Sales by Customer Summary, and click Customize.
  3. Under the General section, change the report period to This Calendar Year or This Fiscal Year.
  4. Go to the Rows/Columns section, and change the columns to Months.
  5. Click Run report.
  6. Click the Export icon, and select Export to Excel.

Let me know if you have other concerns.

View solution in original post

Highlighted
Level 1

Report of total sales for each month for a calendar year


@nuagefish wrote:

require a total sales report for each month of the year but without the clients names


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