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Level 1

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

 
5 Comments
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.

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?

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!

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?

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.

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