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February 19, 2021
Question

Can someone help me? I can't figure out how to reconcile Sales by Customer Summary and "Income"

  • February 19, 2021
  • 1 reply
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I see Sales of Product Income and Uncategorized Income....how do I view these again to "categorize" them correctly.

1 reply

JoesemM
February 19, 2021

Thanks for joining the Community space, @hawksvalleyfarmv.

 

You can run the Profit and Loss report and filter it to All Income Accounts. This way, you can get your Total revenues, so you can categorize them correctly. Let me show you how:

 

  1. Go to the Reports menu.
  2. Choose Profit and Loss from the Business overview section.
  3. Click the Customize button.
  4. Update the Report period.
  5. Select the Filter menu to expand the options.
  6. If you want to filter selected accounts, mark the Distribution Account check box and select All Income Accounts from the drop-down.

 

The following articles provide an overview of how to pull up a financial report as well as instructions to refine the information displayed on a statement.

 

 

By the way, you can save this report for later use. For the detailed steps, please check out this article: Memorize reports in QuickBooks Online.

 

To guide you with the task in reconciling, I've got here a great resource that you can check on for guidelines:

 

Feel at ease to comment back below if you have more report concerns or any other questions about QuickBooks. I want to make sure you're taken care of, and I'm here to help you anytime. Take care always.