Gross Sales Report by MONTH on Quickbooks Desktop

QuickBooks Desktop offers several ways to view your gross sales figures on a monthly basis, Debbi. I'll walk you through a couple of methods so you don't need to create a separate report by month.

Let's start with the Sales by Customer Summary report. You can customize this report to display monthly data. Here's the step-by-step process:

1. Go back to the Reports menu, look for Sales and Customers, and then click Sales by Customer Summary.
2. Change the dates in the Dates section.
3. Click the drop-down list for Show Columns, then choose Month.

The same option to show data by month is also available in the Profit and Loss report.

Aside from that, you can also run the Monthly Sales by Customer report. Here's how:

1. Go back to the Reports menu, then choose Reports Center.
2. Type in "Sales by Month" in the Search bar.
3. Click Monthly Sales by Customer.

Here's an article that provides more details about customizing reports in the Desktop version: Customize customer, job, and sales reports in QuickBooks Desktop.

Additionally, I'd like to point you toward two other articles that can enhance your reporting skills in the Desktop version:

• Set report preferences
• Use the transaction journal report in QuickBooks Desktop

Please don't hesitate to reach out if you have any challenges or follow-up questions when running the reports. Remember, we're always here to support you as you gather data and other bookkeeping-related tasks in QuickBooks Desktop.