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June 22, 2024
Question

How to make a sale report to compare last year month with current year month?

  • June 22, 2024
  • 1 reply
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1 reply

June 22, 2024

I'm delighted to have you here in the Community. Let's ensure you can compare your sales report between different periods.

 

Running a sales report can help you analyze your business performance by comparing sales data between different periods. To do this, please follow the steps below:

  1. Navigate to the Reports menu.
  2. Type Sales in the search box and select Sales by Customer Summary.
  3. In the Report period field, modify and choose the desired date range.
  4. Select Months in the Display columns by field.
  5. In the Compare Another Period tab, click when you want to compare.
  6. Click Run Report.

 

To further customize your report, please refer to this article:

 

Additionally, you can check out this article to view your best-selling items, current inventory, cost of goods, and more: Use reports to see your sales and inventory status in QuickBooks Online.

 

Once done, you can memorize your reports if you want the same settings of the customized report to be available for future use.

 

Let me know if you need further assistance with your sales report. See you around.