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Hi QB Community--i am helping my husband fill out his annual professional liability docs and one box is asking for "Financial Information; provide your firm's gross fees attributable to the following years. Gross fees mean the exact dollar amount of your firm's gross revenue.
Which report on QBO to calculate this number? Your help is greatly appreciated.
Hi there, @Maria Newsom.
In QuickBooks, there isn't a specific report that'll show the gross revenue. Although, we can pull up reports such as Profit and loss or Sales by Product/Service Summary reports to view your total income or gross profit.
Here's how to pull up reports:
I can see how this report would be helpful for you in viewing your gross revenue. Thus, let me take more of this as a suggestion to improve your QuickBooks experience.
You can also send feedback to our developers so they can review it. Simply follow these steps:
Also, you can customize any reports to focus on the details that really matter. After that, You can memorize them to save their current customization settings. For the detailed steps, kindly visit this article: Memorize reports in QuickBooks Online.
In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our help articles.
Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!
I do appreciate you, thank you so much.
Good day, @Maria Newsom.
Thanks for getting back to this thread. I do hope my previous response answers your questions about pulling gross fees.
In case you have any other concerns in mind, don't hesitate to post them here again in the QuickBooks Community page. We'll be here to help you out. Have a good one.
Thanks for the info on sending feedback, i did that this morning , thanks
Ok so I spoke to the insurance Company & they said the verbiage should be changed on the application. lol
So they are looking for total billings for the year.
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