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Level 1

Is there a report that shows my gross sales, taxable sales and labor? I need to go all the way back to 2017.

 
1 Comment
QuickBooks Team

Is there a report that shows my gross sales, taxable sales and labor? I need to go all the way back to 2017.

Hi there, sales223.

 

Yes, there is a report that would show the gross sales, taxable sales, and labor. I'd suggest running the Sales by Customer Detail and customize this report. This way, it'll display the data way back 2017 and everything you need to view.

 

Here's how:

 

  1. Click the Reports menu at the left panel.
  2. Choose Sales by Customer Detail in the search bar.
  3. Select the Customize button and click the Change columns link.
  4. Checkmark the Tax name, Taxable Amount, and Tax amount.
  5. Go to the Filter drop-down arrow and checkmark the Customer box and other options that you want to show in the report.
  6. Hit the Run report button.
  7. Go to the Report period drop-down arrow and select Custom.
  8. Enter the 2017 date in the date boxes.
  9. Click the Run button.

 

 

 

 

 

For additional information on how to customize the report to focus on the details that you want to see, you can click this article: Customize reports in QuickBooks Online. After that, You can memorize the report to save the current customization settings. For the detailed steps, kindly visit this article: Memorize reports in QuickBooks Online.

 

Please refer to this article to see a table that contains different reports that are available for your version of QuickBooks Online: Reports included in your QuickBooks Online subscription.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

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