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Level 1

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

 
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Best answer October 15, 2018

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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

15 Comments
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

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?
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.
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.
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

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.

 

 

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

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.

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.

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

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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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.

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.

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!

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

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