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david358
Level 1

How do I run quarterly revenue reports for 2019, 2020, and 2021?

 
1 Comment 1
Mich_S
QuickBooks Team

How do I run quarterly revenue reports for 2019, 2020, and 2021?

I know how you can run quarterly revenue reports in QuickBooks Online, @david358.

 

Running the Profit and Loss report allows you to access the revenue details for the years 2019, 2020, and 2021. Make sure to select All Income Accounts under Distribution Account. Also, set the correct Report period (Quarter). Here's how you can do it:

 

  1. Open the Reports menu.
  2. Search for Profit and Loss report.
  3. Select the right Accounting method
  4. Pick the correct Report period.
  5. Fill out all necessary information.
  6. Click on the Customize button.
  7. Under Filter, go to the Distribution Account field.
  8. Select All Income Accounts.
  9. Once done, click on Run report.

 

For more information about personalizing reports, read this: Customize reports in QuickBooks Online.

 

If you're all set and you'd want to match your bank and QuickBooks balance, see this guide: Reconcile an account in QuickBooks Online.

 

Just hit the Reply button if you need any more assistance regarding reports or QuickBooks. It's our pleasure to be of help. Keep safe.

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