cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

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

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)

 

Solved
Best answer 09-13-2017

Accepted Solutions
Level 15

Re: Is here a report that shows the total billed out monthly (including tax)

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.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

View solution in original post

7 Comments
Level 4

Re: Is here a report that shows the total billed out monthly (including tax)

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.

 

 

Screen Shot.png Let me know if that helps!

Level 1

Re: Is here a report that shows the total billed out monthly (including tax)

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?

Level 1

Re: Is here a report that shows the total billed out monthly (including tax)

Have you looked at the Profit and Loss statement?

Level 4

Re: Is here a report that shows the total billed out monthly (including tax)

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

Level 15

Re: Is here a report that shows the total billed out monthly (including tax)

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.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

View solution in original post

Highlighted
Level 1

Re: Is here a report that shows the total billed out monthly (including tax)

the attached images are not viewable....

QuickBooks Team

Re: Is here a report that shows the total billed out monthly (including tax)

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.

Need to get in touch?

Contact us