A Report that shows how much I bill out every month(w/ tax)

Marionl · ‎August 16, 2017

Hi all,, I'd like to run a report monthly that shows how much I bill out every month. This should include tax.

I see the Transaction list by customer report but this doesn inllude a total.

Thanks for your guidance. Marion

(Title has been edited by moderator for clarity)

qbteachmt · ‎September 13, 2017

Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

Please see my images.

View solution in original post

SBC_INC · ‎August 16, 2017

You might consider running a report combining two (2) Accounts: Accounts Receivable & Sales Tax Payable.

See my screen shot attached. The only problem is this is a LIST so you need to SORT by SOURCE NAME to be softer on the eyes.

Let me know if that helps!

Marionl · ‎August 16, 2017

Hmmm that doesnt seem to work for me. Is there really no easy option to get a report on all the invoices we send out in a month?

eClientLink · ‎September 12, 2017

Have you looked at the Profit and Loss statement?

SBC_INC · ‎September 12, 2017

Can you provide more explanation on what did not work with the suggested report I shared last month? How could it have been perfect?

qbteachmt · ‎September 13, 2017

Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

Please see my images.

Safi88 · ‎July 01, 2019

the attached images are not viewable....

IamjuViel · ‎July 01, 2019

Hi, @Safi88.

It's possible that the attached images are in different formats other than JPG, GIF and PNG. We can try asking @qbteachmt to re-upload the images so we'll all be able to view them and be on the same page with this matter.

Feel free to to drop your comment below if you have other questions. I'm always here to help.

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A Report that shows how much I bill out every month(w/ tax)