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Annet1
Level 1

How do I get the Categorised Sales Ledgers

How do I get the Categorised Sales Ledgers?

1 Comment 1
jamespaul
Moderator

How do I get the Categorised Sales Ledgers

Hello, Annet1.

 

I'm here to help you get the categorised sales ledgers in QuickBooks. 

 

Regarding the categorised sales ledger, are you referring to a sales report by item or customer? If so, we can use the Sales by Customer Detail or Sales by Product/Service Detail report. 

 

Simply go to the Reports tab, then search for Sales by Customer Detail or Sales by Product/Service Detail. Summary versions of the reports are also available for use. 

 

If you're referring to your income statement, we can simply use the Profit and Loss reports. We can search for them on the Reports page. 

 

Reports customization is also available as a feature in QuickBooks. If you want to narrow down the data on certain reports, we can check this article to help us customize the data we need: Customize reports in QuickBooks Online

 

Want to learn more about running reports? Check out this article for more details: Run reports in QuickBooks Online

 

If you need to close out the period and reconcile your sales transactions, I'll add this article in case you need help in the future: Reconcile an account in QuickBooks Online

 

You're more than welcome to drop by here again if you'd like to add something about your sales ledgers. If you have any questions about your sales entries and other things in QuickBooks, let me know and I'll gladly help you out. 

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