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whereismyprofile
Level 4

worse platform ever

HOW DO I VIEW HOW MUCH I MADE IN DECEMBER? THERE IS NO OPTION?

11 Comments 11
Pete_Mc
Community Champion

worse platform ever

Gross Revenue?  So maybe the Income by Customer Report. 

Net Income?  So maybe the Profit & Loss Report.

 

Whatever you're looking for you can run a Report and  just set the dates for 12/01/2021 to 12/31/2021 and Refresh the Report to make sure it's now showing those dates.

 

You can also customize the reports if you need to and Memorize them for future use.

Jessica_young
Moderator

worse platform ever

I can help with this, @whereismyprofile.

 

The Profit and Loss Statement provides a summary of your revenue minus expenses for a specific period of time, such as for the month of December.  Here's what you need to do:

  1. Go to Reports.
  2. Locate and select the Profit and Loss report.
  3. In the open Profit and Loss report, select Customize.
  4. In the Customize report panel, select the desired date range.
  5. Select Run report.

That's it! Pretty simple. I'm sharing an article you may find helpful as well: Run reports in QuickBooks Online.

 

If this isn't quite what you were looking for, just leave a comment below and I'm happy to help continue looking for a report to suit your needs. Take care!

whereismyprofile
Level 4

worse platform ever

I utterly have no idea how anyone is using this. I did that and it is wrong

I actually had to pull the invoices out of the filecabinet and use a calulator as if i am in 1939 here. That is simple

But i even ernt to my invocies and december only shows one number, what you have me do shows a different number.

But seriously over an hour later and i still have yet to

This has to be the worset platform possible and it amzes me people can and are using it

Pete_Mc
Community Champion

worse platform ever

Are you on a CASH Basis or Accrual? 

 

If you're on a Cash Basis, then the QBs Report may not be wrong it's just not showing what you expected.  You don't show the Income/Profit with a Cash Basis until you actually receive the Customer's Payment.  So an Invoice in Dec. will (probably) be Income in January.   Does the report make more sense if just consider what was paid in December, not what you Invoiced?

 

If you're on an Accrual Basis, then the Income would be what you Invoiced. 

(Don't change this in QBs without checking with your Tax Accountant, how you do your books is part of what they report.)

 

What exactly is not showing or showing that you were not expecting?  If you run the Detail Report, you should be able to go down the list and possibly catch what's missing.  By any chance did someone generate a Manual Invoice that is not in QBs or any other manual payment, etc. that possibly throwing off the Report?

 

Give us some details and we should be able to get you going in the right direction.  QBs, as it should be, is pretty Black & White with the numbers.  No real gray area with rounding up, fudging that you know X is going to pay you on the 1st so you consider it part of this month, etc.  What goes in is what it is going to show you.

whereismyprofile
Level 4

worse platform ever

1 month later many people and got no where. So i guess you can just simply find how much you made in one month with quickbooks somehow and i am too accept that

whereismyprofile
Level 4

worse platform ever

well it is official, you can't. Support just confirmed it

So now how is this for my business then? Quickbooks is a scam and falsely advertised

whereismyprofile
Level 4

worse platform ever

Nope not possible

whereismyprofile
Level 4

worse platform ever

Prettu simply? Been month and i am still trying to figure it out and support just told me qucik books does not have the tools to do such

Pete_Mc
Community Champion

worse platform ever

So for my own edification, can you run me through this again.  Might help if it comes up in the future if people are having the same issue you are.  And I'm still unclear as to what "number" you're looking for and what the Support person told you.  I get that you're looking for "how much you made in a month" but is that Gross, Net, what you made from each client?  Is it none of that any it has to do with Payroll and how much Gross, Net, etc. you personally made? 

 

And I have a pretty straight forward Consulting & Services business and use QB Desktop.  So maybe that's why I'm not seeing the issues you are.  Using the Profit & Loss (P&L) Report I can get a good picture of what I've "made" in any period of time using the Drop-Down options or manually setting the Date Range at the top.  Top part of the report shows my Income, Interest Income, etc. and I get a Gross Profit/Income number at the bottom of that section.  Further, I can double click on any of the numbers in the right column to see what makes up that number.

 

Below that are all my Expenses for the month.  There's a total at the bottom of that section and then a Net Income that shows the total of what I brought in that month and what went out.

 

So I'm just trying to wrap my head around what exactly QBs is not showing you.  Maybe it's something that should be sent in as a Feature Request for a specific Report.

 

whereismyprofile
Level 4

worse platform ever

there is no way you have a business started from quickbooks, no way. And do not see the issues? I have been using quickbook for 8 months now and it is issue after issue after issue. Actually quickbooks has more issues than the american government. Are you blind or just naive? 

Pete_Mc
Community Champion

worse platform ever

So  how much off what your number and QB's Report.  And again, you never answered if your company on an Accrual Basis or a Cash Basis?  That can make a HUGE difference in what the Report shows.  And is the Report set to show the correct type of Report.

 

Since it's tax time, I'd ask your Tax Accountant to confirm if you QBs is set up correctly and if the Report is really incorrect.

 

My business is Accrual (and I've been using QBs since the 90s)...  So that means when I send an Invoice, QBs shows that as Income for that month regardless of when the Client pays me.  Same with Expenses.  If I enter a Bill in December and pay it in January, I show the Expense in December.

 

In a Cash business it all happens when the Cash changes hands.  So if an Invoice is sent out in December and the payment is received in January, QBs (correctly) shows the Income in JANUARY.  Same with Expenses.  Your December phone bill would show as an Expense in January. 

 

So if you give us some more specific details, maybe we can figure you why QBs is really wrong.  OR explain why it is doing what it is doing based on standard accounting principals.

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