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acleantub
Level 1

How do I run a month to month sales/revenues comparison for 2018?

 
12 Comments 12
MichaelDL
Content Leader

How do I run a month to month sales/revenues comparison for 2018?

Hello and welcome to the Community, @acleantub.

 

With the Profit and Loss by Month Report, getting month to month sales/revenues comparisons for an entire year has never been easier. In order to accomplish this, use the steps below:

 

Running the Profit and Loss by Month Report

  1. From QuickBooks Online, navigate to the Reports tab and type Month in the search bar.
  2. Select Profit and Loss by Month Report from the pane that appears below.
  3. Under Report period, select Last Year-to-date to show only 2018 information.

For more information on this, check out this extensive guide on sales and income reporting or the video tutorial below:

 

Doing this will allow you to see the sales/revenues comparison for every month in 2018. Please touch base with me here for all your future questions or concerns, I'm always up to talk QuickBooks. Thanks for reaching out, wishing you and your business an awesome 2019 ahead.

CharlieC
Level 1

How do I run a month to month sales/revenues comparison for 2018?

Hi there, I want to be able to split the sales by product in the month on month view. How do I do this?

Rejeil_O
QuickBooks Team

How do I run a month to month sales/revenues comparison for 2018?

Hello there, @CharlieC.

 

Let me help you pull up sales by product report in the month on month view. You can customize the report to show the specific statement for your sales by product in a month by month. Here's how:

 

  1. On the panel, go to the Reports tab.
  2. Search Sales by Product/Service Detail in the Find report by name box.
  3. Filter the date range in the Report period.
  4. In the Group by field, select Month.
  5. Hit Run report.

 

You can use these screenshots as your reference.

reports 1.PNG

 

reports 2.PNG

 

Once done customizing the report, you can memorize it to save the modified setting in your QuickBooks Online account.

 

If you have additional questions, feel free to leave a message in the comment section. I'll be around here in the Community to help. Take care and have a wonderful day!

CharlieC
Level 1

How do I run a month to month sales/revenues comparison for 2018?

Thanks for the reply. I am not looking for only the sales by product by month. I want to be able to have my Profit and Loss report month on month in full but for income show the split by product. Is this possible?

MariaSoledadG
QuickBooks Team

How do I run a month to month sales/revenues comparison for 2018?

Hello there, CharlieC.

 

For now, running the Profit and Loss by Month report that shows the income split by-product isn't possible. You can run a separate report for your P&L and Transaction List with Splits. Then export both reports to excel so you can consolidate them to one report. Let me walk you through the steps.

 

To run the Profit and Loss by Month report:

  1. Click Reports on the left menu.
  2. On the search bar, type the name of the report.
  3. Choose the Report period.
  4. Click Run report.

To run and customize the Transaction List with Splits report:

  1. Click Reports on the left menu.
  2. On the search bar, type the name of the report.
  3. Make sure to choose the Report period.
  4. Click Customize on the upper-right corner.
  5. Click the Change columns hyperlink.
  6. Check the Product/Service box
  7. Click Run report.

Once done, export both report by clicking the Export icon beside the printer and Gear icon. 

 

 

For future reference, you can apply filters to show the information that you need. Please check this article: Customize Reports In QuickBooks Online.

 

Reply to this thread if you need anything else. I'll always be right here to help.

SPatel12
Level 1

How do I run a month to month sales/revenues comparison for 2018?

How to I run a report that shows me income vs expenses for February for the last 5 years.

 

ReyJohn_D
Moderator

How do I run a month to month sales/revenues comparison for 2018?

I know the report you can run to get the details you need, @SPatel12.

 

You'll want to pull up the Profit and Loss Comparison report, and then filter it to show the income and expenses for February in the last 5 years. I'll guide you how:

 

  1. Go to the Reports menu.
  2. Choose the said report from the Business overview section.
  3. Select Custom from the Report period drop-down, then lock in February as the month and choose the desired year (say from 2016 to 2021).
  4. From the Compare another period drop-down, select % of Income, and % of Expense.
  5. Click Run report.

 

If you wish to save this report, you can memorize it anytime. This way, you can access it right away for future use.

 

I've got your back with any questions you may have about reports. Drop me a reply below and I'd be glad to help you out.

Ron Ra
Level 1

How do I run a month to month sales/revenues comparison for 2018?

I am trying to run the same report comparing March for 2019, 2020 and 2021.  We just updated to Pro 2021.  I cant find the Business overview section which has the "Compare another period". 

 

The report I would like have three columns of March's.  Is this report really available?

 

Thanks for your help.

 

Ron 

Ron Ra
Level 1

How do I run a month to month sales/revenues comparison for 2018?

I am trying to run the same report comparing March for 2019, 2020 and 2021.  We just updated to Pro 2021.  I cant find the Business overview section which has the "Compare another period". 

 

The report I would like have three columns of March's.  Is this report really available?

 

Thanks for your help.

 

Ron 

AileneA
QuickBooks Team

How do I run a month to month sales/revenues comparison for 2018?

Hello, Ron Ra. 

 

Thanks for reaching out to us here in the Community. I'll help shed some light on the reports available to you in QuickBooks Desktop. 

 

It sounds like you're looking for the Profit and Loss by Month Report. This is a great way to view and compare per period. You'll just need to customize the report the way you wanted it.

 

QuickBooks Desktop also give you the option to export your report if you need to do some extra work like we've been mentioning in this thread. Here's the article about that: Import and export data in QuickBooks Desktop.    

 

I hope this is better suited to your needs. If that's still not quite what you're looking for, please feel free to reach back out and we'll go from there. Stay safe!

Ron Ra
Level 1

How do I run a month to month sales/revenues comparison for 2018?

I'm still confused.  I can generate a profit and loss for a year and show columns by each month. Also, I can compare them to a similar period. 

 

I was hoping to do a profit and loss for the month of March 2021 and show a comparative to March 2020 and comparative to March 2019.  

 

I currently do a March 2021 P&L comparative to March 2020, export to excel.  Then do a March 2020 P&L comparative to 2019 export to excel and then consolidate the two.

 

I was hoping QB would generate the report for me so I wouldn't have to export to excel.

JessT
QuickBooks Team

How do I run a month to month sales/revenues comparison for 2018?

Hi Ron Ra,

 

I see how important this report is to you. However, the only way to achieve a same-month comparison of two or more years is to export the P&L by Month report to Excel, just as you do.

 

I encourage you to send this as feedback to let our development team know the report you need by clicking on the Gear icon and selecting Feedback. You can track your feature request and check if other users are interested in it. You can also check out our blogs to see the latest features we've added to QuickBooks.

 

If you have other questions about reports, just let me know by replying to this thread.

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