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C
cdom1
October 2, 2023
Question

I need a report for monthly sales

  • October 2, 2023
  • 2 replies
  • 0 views
I need a monthly sales report.

2 replies

A
AccountingLabs
October 2, 2023

You can do the following

 

1. Go to Reports

2. Go to the Reports by Name field

3. Type Sales and you'll see the different Sales Reports that you can run such as Sales by Customer, Sales by Product, etc. 

4. Click on the report you want.

 

You can choose a summarized or detailed version of the report.

 

Depending on the subscription you are, you can memorize it and schedule a recurring report so it's sent out to whoever you would like on a recurring basis. 

E
Erika_K
October 2, 2023

Hi there, cdom.

 

I'm here to help you run a monthly sales report to view your transactions.

 

The steps provided by @AccountingLabs are correct. We can pull up and customize Sales by Customer Detail and Sales by Product/Service Details reports in QuickBooks Online (QBO).

 

Here's how:

 

  1. Go to the Reports menu.
  2. Scroll down to the Sales and Customers section, then select the mentioned reports above.
  3. Choose Switch to classic view.
  4. Click Customize.
  5. Under the Report period, add the correct dates.
  6. Filter other details.
  7. Select Run report.

 

You can check out this article for more details: Run reports in QuickBooks Online.

 

Moreover, you can browse this article to learn more about saving your current customized settings: Memorize reports in QuickBooks Online.

 

If you have more questions about running different reports in QBO, please don't hesitate to drop by. Take care! 

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