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karenap
December 10, 2023
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report of total income over several years

  • December 10, 2023
  • 2 replies
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How do I create a report showing total income (just want that year's total) over several years IOW a list of each year with a single total income amount for each year?
Quickbooks Mac Desktop

Best answer by Rainflurry

@karenap 

 

There is no report that I'm aware of that just shows revenue by year.  But, you can run a Profit & Loss, click 'Customize Report', and select a date range to include all 15 years.  Under 'Display columns by', select 'Year'.  That will give you a P&L by year for the past 15 years.  That will show you yearly revenue along with expenses and other income/expenses.  Minimize sections or export to Excel and delete what you don't want.  

2 replies

M
MirriamM
December 11, 2023

Hi there, karenap. Let me get the help you need in running the report you wanted.

 

In QuickBooks Desktop for Mac, we have the Profit & Loss YTD Comparison report that you can run. It'll display yearly data separated by column for easy comparison.

 

To pull up the report, here's how:

 

  1. Go to the Reports menu at the top.
  2. Select Company & Financial from the drop-down menu.
  3. Choose Profit & Loss YTD Comparison.
  4. Click the Customize Report button to customize the report further.
  5. Adjust the date range and other settings as needed.
  6. Click OK.

 

For more information on personalizing your reports to display the data and formatting that suits your preferences, you can visit this article: Customize reports in QuickBooks Desktop for Mac.

 

For future reference, here's a great resource to help you close out your current year and prepare for the new year in QuickBooks with your accountant: Year-end guide for QuickBooks Desktop.

 

Please come back anytime if there's anything else I can help you with this reporting topic. I'll be more than happy to help you out anytime. Have a great day!

K
karenapAuthor
December 12, 2023

Thanks for trying to help. But this doesn't give me the steps I need for what I want. I have tried all the customizations but get nothing like what I want. 

I want to print out a simple report of the last 15 years and each year I just want to see the total income $ for each year. So the report would just be 15 lines showing on each line a year and a total $ number. 
If I do a range of years it just adds all those years together for a grand total.

Rainflurry
RainflurryAnswer
December 12, 2023

@karenap 

 

There is no report that I'm aware of that just shows revenue by year.  But, you can run a Profit & Loss, click 'Customize Report', and select a date range to include all 15 years.  Under 'Display columns by', select 'Year'.  That will give you a P&L by year for the past 15 years.  That will show you yearly revenue along with expenses and other income/expenses.  Minimize sections or export to Excel and delete what you don't want.  

K
karenapAuthor
December 12, 2023

I have replied to Miriam's answer twice but both have disappeared after posting. Do they have to be approved by a moderator or are they just disappearing?

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