How do I run a gross receipts report?

When I tried to customize a profit & loss report, however, there's no "filter" option. I only see options to customize the reporting period, accounting method, and rows/columns. Please help!

Hello there, tytrackk92,

The Filter option is right below the Rows/Columns. If you're unable to see that, let's try the browser troubleshooting.

Let's begin by accessing your account in a new incognito or private window of your browser. This way, we can check if this issue is related to your current browser or not. Let me guide you how:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Once completed, you can log back into your account and check if the customers are displayed already. If it's already displayed, you can clear your browser's cache to optimize it. Also, your browser can start from scratch and improve your QuickBooks Online browsing experience.

Let me know how it goes so I can assist you further.

I have the same issue where "Filter" is not an option. I tried your solution but it did not show up. Do you need a certain level of subscription to QBO to have that option?

I have the same issue with no "Filter" option in my customize panel. I tried your solution and it still did not show up. Is there a different subscription needed to QBO to see this option?

Thanks for keeping me updated with the results, kbolster20.

All versions of QuickBooks Online (QBO) has a Filter option in the Profit and Loss report. You can see it when you click the Customize button on the report.

Here's a sample screenshot for your reference:

If you're still not seeing this despite performing the steps shared by @MaryLurleenM, I recommend contacting our QuickBooks Care Support. This needs to be investigated thoroughly and our phone support has the ability to take a closer look at this using their tools.

Here's how you can reach us:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Online (QBO) drop-down to see the most updated support schedule: Support hours and types.

Keep me posted for additional questions or other concerns. I'd be more than happy to help. Wishing you the best of luck.

Since you do not specify and it defaults to accrual, can I assume that "Accrual" is the right way to run this report?

I was curious and tried running the report as "cash" and got very different numbers.  I am not sure why there is a discrepancy on this and just want to make sure I am reporting accurate and meaningful information.

Thanks.

Your confusion ends here, @drewbooks.

Allow me to fill you in on everything about how the cash or accrual accounting methods work.

The accrual method reports your business income and expenses for completed and pending transactions. With this method, you can see customer transactions that haven't paid or bills you haven't paid yet. While the cash method reports only the completed transactions. Thus, you can only see transactions after it gets paid.

Most importantly, I recommend seeking help from your accountant on which accounting method to take based on your recording practice and business needs.

I'm adding this article to know more about the accounting terms: Learn common accounting terms.

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response.