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PRH
Level 1

Where do I find monthly sales totals in Quickbooks and the margin edge interface?

MarginEdge is set to interface with Quickbooks on sales, but I can not find the monthly sales amounts?
2 Comments 2
katherinejoyceO
QuickBooks Team

Where do I find monthly sales totals in Quickbooks and the margin edge interface?

Hello there, @PRH.

 

We can search for a sales report to get your monthly sales totals in QuickBooks. 

 

 

Here's how: 

 

  1. Go to the Reports menu, then enter Sales in the Find by report name field.
  2. Multiple sales reports will be shown, choose your preferred sales report.
  3. Choose This Month-to-date in the Report Period drop-down, then click Run report.

 

You'll also want to customize your report to ensure you'll get the details you only need to display. 

 

Feel free to visit the Community space again if you need anything else. Have a blissful day!

 

katherinejoyceO
QuickBooks Team

Where do I find monthly sales totals in Quickbooks and the margin edge interface?

Hi PRH

 

Hope you’re doing great. I wanted to see how everything is going about the monthly reports concerns you had yesterday. Was it resolved?

 

Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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