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Marionl
August 16, 2017
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A Report that shows how much I bill out every month(w/ tax)

  • August 16, 2017
  • 4 replies
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Hi all,, I'd like to run a report monthly that shows how much I bill out every month.  This should include tax.  

I see the Transaction list by customer report but this doesn inllude a total.  

Thanks for your guidance.  Marion

 

(Title has been edited by moderator for clarity)

 

    Best answer by qbteachmt

    Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

     

    Please see my images.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

    4 replies

    S
    SBC_INC
    August 16, 2017

    You might consider running a report combining two (2) Accounts:  Accounts Receivable & Sales Tax Payable.

    See my screen shot attached.  The only problem is this is a LIST so you need to SORT by SOURCE NAME to be softer on the eyes.

     

     

    Let me know if that helps!

    M
    MarionlAuthor
    August 16, 2017

    Hmmm that doesnt seem to work for me. Is there really no easy option to get a report on all the invoices we send out in a month?

    E
    eClientLink
    September 12, 2017

    Have you looked at the Profit and Loss statement?

    S
    SBC_INC
    September 12, 2017

    Can you provide more explanation on what did not work with the suggested report I shared last month?  How could it have been perfect?

    qbteachmt
    qbteachmtAnswer
    September 13, 2017

    Run your Sales Reports. For Desktop, for example: Sales by Customer Summary, columns by Item type. Then, Filter on Item type and Remove that filter, so that Sales Tax is a column, too.

     

    Please see my images.Sales by Customer Summary By Type.JPGSales Summary Type.JPG

    S
    Safi88
    July 1, 2019

    the attached images are not viewable....

    IamjuViel
    IamjuViel
    July 1, 2019

    Hi, @Safi88.

     

    It's possible that the attached images are in different formats other than JPG, GIF and PNG. We can try asking @qbteachmt to re-upload the images so we'll all be able to view them and be on the same page with this matter.

     

    Feel free to to drop your comment below if you have other questions. I'm always here to help.

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