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Hello, @rickybrake.
Let me help you run your sales report, this year to date.
Here’s how.
You can now see your reports from the specific date that you need.
Please check the screenshots below.
For your future reference, click this article to know how to customize reports. Customize reports in QuickBooks Online.
Please leave a comment if you have any other questions. Take care!
Yes thank you -- the question is though to get it year over year, year to date , as a comparison .. 1/1/2020 through 4/19/2020 sales by product/ service compared to the same sales period for 2019 ..Thanks
Thank you for getting back here, @rickybrake.
It's good to have a report showing the comparison of each transaction. However, as of the moment, that feature isn't available in QuickBooks Online (QBO).
In the meantime, you can run your sales report per year by following the steps given by my colleague.
Once done, you can export the reports to excel where you can consolidate the data.
Here's how:
For future reference, you can check this article that will guide you get the data that matters to you most: Customize reports.
Please click the Reply button if you need further assistance. I'd be glad to help. Take care and keep safe!
Yes .. Thanks very much ..The report currently allows comparison of year over year , of 2020 year to date , compared to the entirety of 2019 ...I think it's reasonable to suggest that this report allow comparison of apples and apples , that is , comparing year to date for 2020 to 2019 same year to date, year over year .. I think there's a suggestion place where I'll suggest that .. Appreciate your help ..
Hi there, @rickybrake.
We always value customers who are keen to give us their feedback. I know a way where you can provide suggestions that allow you to run a report showing the comparison of each transaction.
I'll show you how:
I encourage you to visit QuickBooks Blog to see our new features and updates.
I'll be glad to help you if you have any other questions. Have a great day!
Is this feature available on any Quickbook format, like for instance we use Quickbooks desktop and are trying to do the same thing as the previous poster. This feature seems pretty crucial for most businesses.
Thanks for joining this thread, User_1234. I'd like to provide some info about comparing reports in your QuickBooks Desktop account.
The option to compare another period for the Sales by Product Summary Reports isn't currently available in the Desktop platform. However, some users have found it helpful to export the two (or more) periods of the report to Excel and compare them there.
I'm linking a couple of articles that I believe you'll find useful:
With this info you'll be able to view and compare multiple periods of the same report at once. Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.
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