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I'm here to guide you in running that report, dbias.
We can customize your Sales by Customer Detail Report to the total sales for each customer as well as the total sales for each job on a monthly basis. Feel free to go along with the steps below:
I encourage memorizing this report to save its customization settings.
With QuickBooks Online, we can personalize and add the info that matters the most to your business using the Customize feature.
I'll be right here to continue helping if you any other questions or concerns about reports. Have a great rest of the weekend.
Hello,
Another option is to run a standard Profit and Loss report and just run the dates for each calendar month.
This will give you Gross Income - Expenses = Net Income
Hi,
In these replies I don't see how you can see how much money actually came in.
Sales is not the same as money in.
So if I run a report on sales as you suggest, I can see which invoices were sent out, so how much we sold. But not what income was received.
How can I see by month, an overview of which invoices where paid.
Thank you
Hi there, Bladia bd.
Thank you for visiting again the QuickBooks Community. I'll ensure to share with you the specific report that shows an overview of which invoices were paid.
I recommend running and customizing the Invoice and Receive Payments report. From there, you can filter it to show only the relevant data, such as a specific month and all invoices that have been paid/unpaid.
Here's how:
For additional details on how you can customize your report to focus on the details that you want to see, you can click this article: Customize reports in QuickBooks Online.
Lastly, I'm adding this article to view which reports are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.
You're more than welcome to visit this thread again if you have other questions about reports. Just add the details in the comment section and I'll help you out.
How do I run this report on the desktop version?
Hi there, daudmorgan.
Thank you for reaching out to the Community. In QuickBooks, utilizing reports is super easy. Just click on the appropriate category, then select the report you wish to run. If you need help understanding a report, click the magnifying glass icon for more information.
Also, across the top of the screen, you’ll see tabs for Standard Reports, Memorized Reports, Favorites, Recent, and Contributed. Until you customize your Reports Center with Memorized and Favorite reports, you’ll go to Standard Reports.
For more tips about running and customizing reports in QuickBooks Desktop, you can open this article: Understand reports.
Please let me know how else I can help you with running a comparison report in QuickBooks Desktop. I'm always here to help. Have a good one!
Invoice and Received Payments - This report is not in QB Desktop ( I have QB Enterprise Desktop) and no amount of searching located this particular report. Where can it be found?
I'm happy to guide you through finding a report showing invoices and payments received in QuickBooks Desktop Enterprise.
You can generate the Customer Balance Detail report to show the details you need. Personalize the columns and filters to display the invoices and payments.
Here's how:
Additionally, I recommend visiting the following links to learn more about how you can further personalize and manage your reports in QuickBooks:
Reach out to me if you need further assistance running the report in the Desktop version. I'll be happy to help you some more. Stay safe!
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