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Let me help you run a gross receipts report in QuickBooks Online (QBO), Philippa2.
In QBO, there isn't a specific report that'll show the gross receipt. However, you can pull up the Profit and Loss report to track the income for a certain period. You'll need to customize it for the Income account only so that you will get the report you need. This way, you can keep track of your sales and monitor your business growth. Here's how:
You can customize the report to focus on other details that really matter. After that, just memorize the report to save the current customization settings.
Feel free to visit our Reports page for more insights about managing your financial reports in your account.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. I'm just one reply away. You have a good one.
Let me help you run a gross receipts report in QuickBooks Online (QBO), Philippa2.
In QBO, there isn't a specific report that'll show the gross receipt. However, you can pull up the Profit and Loss report to track the income for a certain period. You'll need to customize it for the Income account only so that you will get the report you need. This way, you can keep track of your sales and monitor your business growth. Here's how:
You can customize the report to focus on other details that really matter. After that, just memorize the report to save the current customization settings.
Feel free to visit our Reports page for more insights about managing your financial reports in your account.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. I'm just one reply away. You have a good one.
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:
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:
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.
So in other words, you can't run a gross receipts report.
So it sounds like you can't actually run a gross receipts report. I don't need the income for the period, I need to get gross receipts by month.
Thanks for joining this thread, opera.
Currently, QuickBooks Online doesn't have a separate report for gross receipts. However, there's a report to get this data.
You can run the Profit and Loss report. This shows not just the net income and expenses, but also the gross income, another term for gross receipts. You can search and select it on the Reports menu. Just make sure to set the correct Report period so you'll get accurate data.
If you need more financial reports, I suggest checking these articles:
Keep on posting here. I'm looking forward to assisting you again. Thanks!
Hi, thanks for that very quick reply!
When running the P&L, I see a line for "gross profits," but nothing for "gross income." Is there a filter maybe I'm missing? Our gross receipts are higher than our revenue, I would like to figure out how to run a report just for that.
Thank you.
Hello there, opera.
I appreciate the details you provide.
QuickBooks uses terminologies that vary depending on the industry type that you set up in your account.
If you click the gross profit amount, it will display the transactions associated with your income and expenses. You can also change the period on the report if necessary.
Here's a link for more information about the Profit and Loss report: Run a Profit and Loss Comparison Report
Post your concerns or click the reply button for more questions about financial reports. I'll be here to help. Keep safe!
How is this report run in the desktop version - 2015
Can you please explain the same report in Quickbooks Desktop 2015? Desktop version does not have the same options as online version. Please and thank you
The Profit and loss report is available in QBDT, Michelle2722.
Thank you for reaching out to the Community. Upgrading your software is the best option for this issue. Since you're using outdated software, I would suggest upgrading it to the new QB version.
But before upgrading to a newer QB version, check your computer and make sure it meets the system requirements. This will ensure the application is compatible with your setup and will help avoid problems when installing it. Check out this article for detailed information: System requirements for QuickBooks Desktop 2022.
If the device is compatible, create a backup of the company file to keep a copy of your transactions. Let me help and guide you through the steps.
When you’re ready, you can now run the said report. Here's how:
To personalize a report, you can read this article for more information: Customize Reports in QuickBooks Desktop.
You'll want to browse some helpful articles in QuickBooks for additional information.
Fill me in if you have any questions about reports. Don't forget, we're always right here to give the best assistance so we can help you.
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