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Marionl
Level 1

A Report that shows how much I bill out every month(w/ tax)

Hi all,, I'd like to run a report monthly that shows how much I bill out every month.  This should include tax.  

I see the Transaction list by customer report but this doesn inllude a total.  

Thanks for your guidance.  Marion

 

(Title has been edited by moderator for clarity)

 

Solved
Best answer September 13, 2017

Best Answers
qbteachmt
Level 15

A Report that shows how much I bill out every month(w/ tax)

Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

 

Please see my images.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

View solution in original post

7 Comments 7
SBC_INC
Level 4

A Report that shows how much I bill out every month(w/ tax)

You might consider running a report combining two (2) Accounts:  Accounts Receivable & Sales Tax Payable.

See my screen shot attached.  The only problem is this is a LIST so you need to SORT by SOURCE NAME to be softer on the eyes.

 

 

Screen Shot.pngLet me know if that helps!

Marionl
Level 1

A Report that shows how much I bill out every month(w/ tax)

Hmmm that doesnt seem to work for me. Is there really no easy option to get a report on all the invoices we send out in a month?

eClientLink
Level 1

A Report that shows how much I bill out every month(w/ tax)

Have you looked at the Profit and Loss statement?

SBC_INC
Level 4

A Report that shows how much I bill out every month(w/ tax)

Can you provide more explanation on what did not work with the suggested report I shared last month?  How could it have been perfect?

qbteachmt
Level 15

A Report that shows how much I bill out every month(w/ tax)

Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

 

Please see my images.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

Safi88
Level 1

A Report that shows how much I bill out every month(w/ tax)

the attached images are not viewable....

IamjuViel
QuickBooks Team

A Report that shows how much I bill out every month(w/ tax)

Hi, @Safi88.

 

It's possible that the attached images are in different formats other than JPG, GIF and PNG. We can try asking @qbteachmt to re-upload the images so we'll all be able to view them and be on the same page with this matter.

 

Feel free to to drop your comment below if you have other questions. I'm always here to help.

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