Skip to main content
October 16, 2018
Solved

How do i run a report showing gross sales by month for a 12 month period

  • October 16, 2018
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by

Hello clearview872,

Let me help you with this. QuickBooks Online doesn't have a report that shows gross sales per month. However, you can pull up the Sales by Product/Service Summary report and change the date range per month. Then, export the report in Excel.  I'd encourage you to request that this option be added. You can send a product suggestion by clicking the Gear icon and selecting Feedback. We'd really appreciate your suggestion since many of our updates come from customer recommendations.

Thanks for posting!

2 replies

Answer
October 16, 2018

Hello clearview872,

Let me help you with this. QuickBooks Online doesn't have a report that shows gross sales per month. However, you can pull up the Sales by Product/Service Summary report and change the date range per month. Then, export the report in Excel.  I'd encourage you to request that this option be added. You can send a product suggestion by clicking the Gear icon and selecting Feedback. We'd really appreciate your suggestion since many of our updates come from customer recommendations.

Thanks for posting!

October 16, 2018
That report has too much info that can't be removed/customized in QBO, like % of sales, qty, avg price. What if you just need to simple total by month?
October 16, 2018

To show gross sales by month for 12 month period (or any custom date) on one report: 

Reports / Company & Financial / Profit & Loss Standard. 

Click: Customize Report; In the center where it says Display columns by________ across the top. Click the down arrow and choose Month. Click OK

Set the dates on you want the report for; refresh.

You should have your gross sales by month.

Deanna

November 12, 2018

This is exactly the report I was looking for.  Thanks for the easy instructions