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office-autorisk-
Level 1

Can you make a report THAT SHOWS ALL INCOME SOURCES and SHOWS INCOME PER MONTH? Months on the X (horizonal Axis) and All Income by Customer Name on the Y (Vertical Axis).

Horizonal Axis X = Months (Jan 2021, Feb 2021 .... Dec 2021) Vertical Axis Y = Customer Name and Their Income per Months
2 Comments 2
CharleneMaeF
QuickBooks Team

Can you make a report THAT SHOWS ALL INCOME SOURCES and SHOWS INCOME PER MONTH? Months on the X (horizonal Axis) and All Income by Customer Name on the Y (Vertical Axis).

I know a way to get this done in QuickBooks, office-autorisk-.

 

The report you'd like to run in QuickBooks Online is unavailable. As a workaround, I'd suggest running two reports in the program. Then, export them to Excel. From there, you can combine them into a single report.

 

Let's run the Profit and Loss by Month report for the horizontal axis. Then, Income by Customer Summary for vertical

 

Profit and Loss by Month

 

  1. Go to the Reports menu.
  2. Type in Profit and Loss by Month in the search field, then click to open.
  3. Choose Customize.
  4. On the Report period, enter the correct dates.
  5. You can also click Filter to personalize the other details.
  6. Click on Run report.
  7. After that, click the export button to export the report to Excel.Capture.PNG

Income by Customer Summary

 

  1. Go to the Reports menu.
  2. Type in  Income by Customer Summary in the search field, then click to open.
  3. Click Customize.
  4. On the Report period, enter the correct dates.
  5. You can also click Filter to personalize the other details.
  6. Once done, click on Run report.
  7. After that, click the export button to export the report to Excel.Capture1.PNG

To learn more about personalizing reports in QuickBooks, please see this article: Customize Reports.

 

Additionally, I've added these articles that'll help you learn more details about handling and managing reports in QuickBooks Online:

 

 

Feel free to comment down below if you have any other concerns or questions about running reports. I'm always glad to help in any way I can.

CharleneMaeF
QuickBooks Team

Can you make a report THAT SHOWS ALL INCOME SOURCES and SHOWS INCOME PER MONTH? Months on the X (horizonal Axis) and All Income by Customer Name on the Y (Vertical Axis).

Hi office-autorisk-,

 

Hope you’re doing great. I wanted to see how everything about running and exporting the reports in QuickBooks Online. Do you have any clarifications? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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