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Philippa2
December 11, 2020
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How do I run a gross receipts report?

  • December 11, 2020
  • 1 reply
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How do I run a gross receipts report for a certain period?
    Best answer by RCV

    Let me help you run a gross receipts report in QuickBooks Online (QBO), Philippa2.

     

    In QBO, there isn't a specific report that'll show the gross receipt. However, you can pull up the Profit and Loss report to track the income for a certain period. You'll need to customize it for the Income account only so that you will get the report you need. This way, you can keep track of your sales and monitor your business growth. Here's how:

     

    1. Go to Reports on the left menu.
    2. Enter Profit and Loss in the search box.
    3. Click on the Customize button.
    4. Select the date in the Report period field.
    5. Tap Filter.
    6. Place a checkmark on Distribution Account and choose the Income accounts.
    7. Hit Run report.

    You can customize the report to focus on other details that really matter. After that, just memorize the report to save the current customization settings.

     

    Feel free to visit our Reports page for more insights about managing your financial reports in your account.

     

    I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. I'm just one reply away. You have a good one. 

    1 reply

    R
    RCVAnswer
    December 11, 2020

    Let me help you run a gross receipts report in QuickBooks Online (QBO), Philippa2.

     

    In QBO, there isn't a specific report that'll show the gross receipt. However, you can pull up the Profit and Loss report to track the income for a certain period. You'll need to customize it for the Income account only so that you will get the report you need. This way, you can keep track of your sales and monitor your business growth. Here's how:

     

    1. Go to Reports on the left menu.
    2. Enter Profit and Loss in the search box.
    3. Click on the Customize button.
    4. Select the date in the Report period field.
    5. Tap Filter.
    6. Place a checkmark on Distribution Account and choose the Income accounts.
    7. Hit Run report.

    You can customize the report to focus on other details that really matter. After that, just memorize the report to save the current customization settings.

     

    Feel free to visit our Reports page for more insights about managing your financial reports in your account.

     

    I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. I'm just one reply away. You have a good one. 

      A
      Anonymous
      December 15, 2020

      When I tried to customize a profit & loss report, however, there's no "filter" option. I only see options to customize the reporting period, accounting method, and rows/columns. Please help!

      MaryLurleenM
      MaryLurleenM
      December 15, 2020

      Hello there, tytrackk92,

       

      The Filter option is right below the Rows/Columns. If you're unable to see that, let's try the browser troubleshooting.

       

      Let's begin by accessing your account in a new incognito or private window of your browser. This way, we can check if this issue is related to your current browser or not. Let me guide you how:

      • Google Chrome: Ctrl + Shift + N
      • Mozilla Firefox: Ctrl + Shift + P
      • Safari: Command + Option + P

      Once completed, you can log back into your account and check if the customers are displayed already. If it's already displayed, you can clear your browser's cache to optimize it. Also, your browser can start from scratch and improve your QuickBooks Online browsing experience.

       

      Let me know how it goes so I can assist you further.

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