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August 12, 2022
Question

How do I look at 12 months of sales without seeing customers/expenses/profit and loss etc...? I just want to see our sales each month for 12 months

  • August 12, 2022
  • 1 reply
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1 reply

Jen_D
August 14, 2022

It's good to see you here, @onyourfaceeyewea.

 

Let me guide you through the steps to get your monthly sales in QuickBooks Online. For this, you will need a Sales by Customer Detail Report.

 

To pull up and customize the report, follow the steps below:

 

  1. Go to the Reports menu, then find Sales by Customer Detail.
  2. Update the Report period, then the Accounting method.
  3. In the Group by field, choose Month.
  4. If you want to add or remove some details on the report, use the Customize button.

 

I've added some links to help you with customizing reports and managing them.

 

 

Let me know if you need further assistance with modifying the report or if you're looking for something else. I'll always be available to help.