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M
matthewcramer-lc
February 23, 2023
Question

Hello,How can I easily find out how much I made last year from a particular income source?

  • February 23, 2023
  • 1 reply
  • 0 views
I currently have about five different income sources...I can run a profit loss report, but that doesn't separate all my income sources for me...I'd like to know how much I've earned from each...

1 reply

M
Maybelle_S
February 23, 2023

Hello there, @matthewcramer-lc.

 

Let me provide other ways to generate a report showing your income source.

 

We can run the Profit and Loss Detail report and add filters to show the information you want.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Profit and Loss Detail.
  3. Set the Report period to Last Year.
  4. Click the Customize button.
  5. Select the Distribution Account drop-down arrow, then choose All Income Accounts.
  6. Hit Run report.

 

For more information on basic things you can do to tailor your statement, please see this resource for your reference: Customize reports.

 

In addition, I've attached some articles to help you manage data in your account:

 

 

Let me know if you have other questions about pulling up reports in QuickBooks. I'll be happy to assist you again.

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