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