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July 10, 2021
Question

How to run a simple income report by category?

  • July 10, 2021
  • 1 reply
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1 reply

July 10, 2021

Hello there, @jaywall2933.

 

When you say Income report by category, do you mean by account? If yes, you can run the Profit & Loss. Then, customize it to only show income. Here's how:

 

  1. Go to the Reports menu.
  2. Select Profit & Loss.
  3. Once you opened the report, click the Customize button.
  4. In the Filter section, choose income in the Distribution Account field.
  5. Make sure the report date is set up correctly.
  6. Then, click Run report.

 

In the chart of accounts, you can run a report on each account separately if you want. Go back to the homepage, and select Accounting in the left panel. Look for the account and click Run report under the Action column. 

 

On the other hand, if you mean categories in the products & services list, they're used to organize the list. You can read through these articles for more details about handling and customizing reports in QBO:

 

 

Please post again if you have other concerns about QBO simple reports. I'll around to assist. Take care and have a good one.

July 12, 2021

Hi jaywall2933,


Hope you’re doing great. I wanted to see how everything is going about generating a simple income report by category. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!