How do I create a report showing total income (just want that year's total) over several years IOW a list of each year with a single total income amount for each year?
Quickbooks Mac Desktop
Solved! Go to Solution.
There is no report that I'm aware of that just shows revenue by year. But, you can run a Profit & Loss, click 'Customize Report', and select a date range to include all 15 years. Under 'Display columns by', select 'Year'. That will give you a P&L by year for the past 15 years. That will show you yearly revenue along with expenses and other income/expenses. Minimize sections or export to Excel and delete what you don't want.
Hi there, karenap. Let me get the help you need in running the report you wanted.
In QuickBooks Desktop for Mac, we have the Profit & Loss YTD Comparison report that you can run. It'll display yearly data separated by column for easy comparison.
To pull up the report, here's how:
For more information on personalizing your reports to display the data and formatting that suits your preferences, you can visit this article: Customize reports in QuickBooks Desktop for Mac.
For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Desktop.
Please come back anytime if there's anything else I can help you with this reporting topic. I'll be more than happy to help you out anytime. Have a great day!
Thanks for trying to help. But this doesn't give me the steps I need for what I want. I have tried all the customizations but get nothing like what I want.
I want to print out a simple report of the last 15 years and each year I just want to see the total income $ for each year. So the report would just be 15 lines showing on each line a year and a total $ number.
If I do a range of years it just adds all those years together for a grand total.
I have replied to Miriam's answer twice but both have disappeared after posting. Do they have to be approved by a moderator or are they just disappearing?
There is no report that I'm aware of that just shows revenue by year. But, you can run a Profit & Loss, click 'Customize Report', and select a date range to include all 15 years. Under 'Display columns by', select 'Year'. That will give you a P&L by year for the past 15 years. That will show you yearly revenue along with expenses and other income/expenses. Minimize sections or export to Excel and delete what you don't want.
Thanks so much Rainflurry ! That's the step I was missing ("Under 'Display columns by', select 'Year'.") So helpful.
I know a way you can generate the report you need, karenap. I'll guide you through the process below.
Before we begin, I'd like to address the disappearance of your response in the QuickBooks Community. We can see your reply on our side. Don't worry, we'll make sure you get the solution you need and report this incident to have it investigated properly.
I agree with Rainflurry that you can pull up and then customize the date range and columns of the Profit and Loss report to display your business data for the last fifteen (15) years. Then, you can export it simplify its details. Here's how:
To further assist you in using QuickBooks Desktop for Mac, please see this document: QuickBooks Mac User’s Guide.
Also, to help you close out your current year and prepare for the new one in QuickBooks, I'd recommend checking out this article: Year-end guide for QuickBooks Desktop.
I'm all ears if you need further assistance with your financial reports. Don't hesitate to add your reply below, and I'll circle back to help you.
Thank you so much Rea_M - I couldn't find the export to Excel as I was looking under the "File–>Export" menu. Most helpful.
Thanks for following up with the Community, karenap.
I'm happy to hear Rea_M was able to help you find your Export to Excel option.
I've also included a detailed resource about exporting Excel workbooks which may come in handy moving forward: Export reports as Excel workbooks
Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Tuesday!
Thanks so. much.
Hello Rainflurry,
Thank you for sharing your input to help address the issue. We love to see members supporting one another! Have a great day.
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