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clearview872
Level 1

How do i run a report showing gross sales by month for a 12 month period

 
Solved
Best answer October 15, 2018

Best Answers
GarlynGay
Moderator

How do i run a report showing gross sales by month for a 12 month period

Hello clearview872,

Let me help you with this. QuickBooks Online doesn't have a report that shows gross sales per month. However, you can pull up the Sales by Product/Service Summary report and change the date range per month. Then, export the report in Excel.  I'd encourage you to request that this option be added. You can send a product suggestion by clicking the Gear icon and selecting Feedback. We'd really appreciate your suggestion since many of our updates come from customer recommendations.

Thanks for posting!

View solution in original post

17 Comments
GarlynGay
Moderator

How do i run a report showing gross sales by month for a 12 month period

Hello clearview872,

Let me help you with this. QuickBooks Online doesn't have a report that shows gross sales per month. However, you can pull up the Sales by Product/Service Summary report and change the date range per month. Then, export the report in Excel.  I'd encourage you to request that this option be added. You can send a product suggestion by clicking the Gear icon and selecting Feedback. We'd really appreciate your suggestion since many of our updates come from customer recommendations.

Thanks for posting!

View solution in original post

mightygrow
Level 1

How do i run a report showing gross sales by month for a 12 month period

That report has too much info that can't be removed/customized in QBO, like % of sales, qty, avg price. What if you just need to simple total by month?
mightygrow
Level 1

How do i run a report showing gross sales by month for a 12 month period

I ran "sales by customer summary" (instead of by product/service) and it allows me to turn on or off those unwanted details. Seems like both reports should have that ability.
GarlynGay
Moderator

How do i run a report showing gross sales by month for a 12 month period

Hi MightyGrow,
Thanks for posting here.
You try clicking on the Customize button on the report page to filter the unnecessary columns. Then, let me know if it helps.
Deanna5
Level 1

How do i run a report showing gross sales by month for a 12 month period

To show gross sales by month for 12 month period (or any custom date) on one report: 

Reports / Company & Financial / Profit & Loss Standard. 

Click: Customize Report; In the center where it says Display columns by________ across the top. Click the down arrow and choose Month. Click OK

Set the dates on you want the report for; refresh.

You should have your gross sales by month.

Deanna

Greg100
Level 1

How do i run a report showing gross sales by month for a 12 month period

I find it staggering QBO doesn't allow a management tool as simple and fundamental to business operation as sales by month.

 

 

lomike98
Level 1

How do i run a report showing gross sales by month for a 12 month period

This is exactly the report I was looking for.  Thanks for the easy instructions

crabbait
Level 1

How do i run a report showing gross sales by month for a 12 month period

I need you to try and fix the recconcilation issue I have.

ChristieAnn
QuickBooks Team

How do i run a report showing gross sales by month for a 12 month period

Hi there, crabbait.

 

May I ask additional information about what's happening on your reconciliation so that I can assist you further with your issue. I'm always here to help you.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

GBA7
Level 1

How do i run a report showing gross sales by month for a 12 month period

Hi -

 

I run the books on a cash basis so the P/L shows cash received not invoices issued. Is there a 12-month view of invoices / invoice totals by month as I would get if I were running the books accrual ?

 

thanks

Ashley H
QuickBooks Team

How do i run a report showing gross sales by month for a 12 month period

Thanks for joining this thread, @GBA7.

 

You should be able to switch between Cash or Accrual for the Accounting Method in the Report like the screenshot below:

If you don't see that option, then we can do some troubleshooting to isolate this behavior. I'd like to start with opening a Private Window or an Incognito Window in your web browser. This will open your account in a clean slate and loads fresh data. Here's how:

  • Mozilla Firefox / Internet Explorer: Press CTRL Shift P
  • Safari: Press Command Shift N
  • Google Chrome: Press CTRL Shift N

Once you're in the Private / Incognito Window, sign in to your QuickBooks Online account and try to run the Profit and Loss Report again with the Accounting Method. If it works, you can go back to your original browser and clear the cache. Alternatively, you can use other compatible browsers.

 

You can also run the Invoice List to show the Invoices by the month and see what you would be received by the total of all of the Invoices for that month. Another option would be to run a Transaction Detail Report with some customization to show the Accounting Method and by Invoices and/or Invoices and Payments Only.

 

Let me know if you need further assistance. I'm always here to help you in any way that I can. Have a safe weekend!

 

 

 

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QuickSometimes
Level 2

How do i run a report showing gross sales by month for a 12 month period

Really not a good product when fundamentals are missed.  But given their enormous market share, they don't seem to care.

QuickSometimes
Level 2

How do i run a report showing gross sales by month for a 12 month period

Really not a good product when fundamentals are missed.  But given their enormous market share, they don't seem to care.

Rejeil_O
QuickBooks Team

How do i run a report showing gross sales by month for a 12 month period

Hello there, @QuickSometimes.

 

For us to know that we're working on the same page, please don't hesitate to leave a message in the comment section if you have additional questions. So that we can provide you an accurate solution that helps you fix your concern. I'll be happier to help.

 

Take care, and have a great day!

jackpot
Level 2

How do i run a report showing gross sales by month for a 12 month period

if you want a comparison to previous year, go to reports, company and financial. there is options for all kinds of reports there. i did profit and loss previous year comparison

pamvanart
Level 1

How do i run a report showing gross sales by month for a 12 month period

Hello,

Is there any other way to get sales by month for the fiscal year?
Our company does custom work entirely and so the inventory section of QBO does not work for us. It actually makes our invoicing difficult so we have stopped using it!

 

We are looking for a simple bar graph style report that shows the sales each month for the fiscal year and potentially a comparison with the year before....All the other info is not needed in the least.

Thank you

Maybelle_S
QuickBooks Team

How do i run a report showing gross sales by month for a 12 month period

Hello there, @pamvanart.

 

I got your point on how important to set a default period in the Sales graph. However, the period that we can select is limited, and we're unable to customize a specific time on this page.

 

Still, you'll see your sales data from this graph by choosing the corresponding time. The closest time that you can select is the This year by quarter and Last year by quarter option. Take note that you can still select other options.

 

In case you want to run a detailed sales report, you can generate the Sales by Customer Detail report and customize it. Here's how:

 

1. On the left panel, click Reports.

2. Type Sales by Customer Detail in the search box.

3. Choose the Report period, and click the Customize button.

4. Click Filter to expand, and choose the customer you want to view from the Customer drop-down list.

5. Select Run Report.

 

You can also check this article for additional tips and information: Customize reports in QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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