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hypermedia-mike
Level 1

Total sales report for 2024 not showing the first 2.5 months in a custom range. I had to make 2 reports.. How can I make it all in one report.?

 
1 Comment 1
BabyB
QuickBooks Team

Total sales report for 2024 not showing the first 2.5 months in a custom range. I had to make 2 reports.. How can I make it all in one report.?

You can generate a single report to show your total sales for 2024. I'll provide the complete steps on how to proceed.

 

First off, I'd like to ask what specific report you ran, so I can provide you with a specific resolution to your concern.

 

In your case, I suggest running a custom Sales by Customer Summary report. We need to ensure we selected the correct filter from the Report period section. I'll show you how:

 

  1. Go to Reports.
  2. Under Standard reports, search for Sales by Customer Summary in the Type report name here field.


     
  3. Under Report period, select Custom. Filter the dates from 01/01/2024 to 12/31/2024.
  4. Under Display columns by, choose Months.
  5. Click Run report.

 

You can also customize your reports to specific details in your financial reports that fit your business needs. Follow the complete guidance outlined in this article: Common custom reports in QuickBooks Online.

 

Share your inquiries in this thread whenever you need more assistance handling your reports. I'd be happy to help.