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Level 2

creating an income statement while showing monthly sales

Hello community- hope all are staying safe! How do I create last year's income statement showing monthly sales? Thanks! 

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Best answer May 06, 2020

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Highlighted
QuickBooks Team

creating an income statement while showing monthly sales

We're all safe and doing fine, @pial. I hope you as well.

 

You can run and customize the Profit and Loss by Month report to show your monthly sales. Let me guide you through the steps.

 

  1. Click Reports from the left menu.
  2. Select the Profit and Loss by Month report in the Business overview section.1.PNG
  3. In the Report period drop-down, select Last Calendar Year.
  4. Click Customize.2.PNG
  5. Go to the Filter section, then select All Income Accounts from the Distribution Account.
  6. Hit Run report.3.PNG

Here's an article you can read for more details: Customize reports in QuickBooks Online.

 

Just in case you want to memorize this report, feel free to check out this article for the detailed steps and information: Memorize reports in QuickBooks Online.

 

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. Have a great day and keep safe.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

creating an income statement while showing monthly sales

We're all safe and doing fine, @pial. I hope you as well.

 

You can run and customize the Profit and Loss by Month report to show your monthly sales. Let me guide you through the steps.

 

  1. Click Reports from the left menu.
  2. Select the Profit and Loss by Month report in the Business overview section.1.PNG
  3. In the Report period drop-down, select Last Calendar Year.
  4. Click Customize.2.PNG
  5. Go to the Filter section, then select All Income Accounts from the Distribution Account.
  6. Hit Run report.3.PNG

Here's an article you can read for more details: Customize reports in QuickBooks Online.

 

Just in case you want to memorize this report, feel free to check out this article for the detailed steps and information: Memorize reports in QuickBooks Online.

 

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. Have a great day and keep safe.

View solution in original post

Highlighted
Level 2

creating an income statement while showing monthly sales

Thank you for the detailed explanation, Mark!

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