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

 
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Best answer 10-15-2018

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Moderator

Hello clearview872, Let me help you with this. QuickBooks...

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

7 Comments
Moderator

Hello clearview872, Let me help you with this. QuickBooks...

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

Level 1

That report has too much info that can't be removed/custo...

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?
Level 1

I ran "sales by customer summary" (instead of by product/...

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.
Moderator

Hi MightyGrow, Thanks for posting here. You try clicking...

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.
Level 1

To show gross sales by month for 12 month period (or any...

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

Level 1

Re: Hello clearview872, Let me help you with this. QuickBooks...

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

 

 

Level 1

Re: To show gross sales by month for 12 month period (or any...

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

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