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Philippa2
Level 2

How do I run a gross receipts report?

How do I run a gross receipts report for a certain period?
Solved
Best answer December 10, 2020

Best Answers
RCV
QuickBooks Team
QuickBooks Team

How do I run a gross receipts report?

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:

 

  1. Go to Reports on the left menu.
  2. Enter Profit and Loss in the search box.
  3. Click on the Customize button.
  4. Select the date in the Report period field.
  5. Tap Filter.
  6. Place a checkmark on Distribution Account and choose the Income accounts.
  7. Hit Run report.

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. 

View solution in original post

16 Comments 16
RCV
QuickBooks Team
QuickBooks Team

How do I run a gross receipts report?

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:

 

  1. Go to Reports on the left menu.
  2. Enter Profit and Loss in the search box.
  3. Click on the Customize button.
  4. Select the date in the Report period field.
  5. Tap Filter.
  6. Place a checkmark on Distribution Account and choose the Income accounts.
  7. Hit Run report.

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. 

Anonymous
Not applicable

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!

MaryLurleenM
Moderator

How do I run a gross receipts report?

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.

kbolster20
Level 1

How do I run a gross receipts report?

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?

kbolster20
Level 1

How do I run a gross receipts report?

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?

Charies_M
Moderator

How do I run a gross receipts report?

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.

drewbooks
Level 1

How do I run a gross receipts report?

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.

 

 

 

Mark_R
QuickBooks Team

How do I run a gross receipts report?

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. 

opera
Level 2

How do I run a gross receipts report?

So in other words, you can't run a gross receipts report.

opera
Level 2

How do I 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.  

AlexV
QuickBooks Team

How do I run a gross receipts report?

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!

opera
Level 2

How do I run a gross receipts report?

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.

Archie_B
QuickBooks Team

How do I run a gross receipts report?

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!

 

 

 

 

 

 

 

 

 

Michelle2722
Level 1

How do I run a gross receipts report?

How is this report run in the desktop version - 2015

Michelle2722
Level 1

How do I run a gross receipts report?

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

AileneA
QuickBooks Team

How do I run a gross receipts report?

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.

  

  1. Tap the File menu to choose Back Up Company and Create Local Backup.
  2. Tick the radio button for Local Backup and hit the Options button.
  3. In the Tell us where to save your backup copies field, select Browse and pick the location where you wish to keep the copy.
  4. Hit OK.
  5. Follow the instructions on how to finish the backup process.

 

When you’re ready, you can now run the said report. Here's how: 

 

  1. Click Reports and then select Company and Financial
  2. Choose Profit and Loss. 
  3. Hit Customize Report. Then select the data you want to show within the report. 
  4. Press OK has once done.  

 

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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