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Dixymoma
February 22, 2024
Question

Reports

  • February 22, 2024
  • 1 reply
  • 0 views

When I run a profit and loss report, quarterly profit and loss or any kind of profit and loss, the numbers include the deposits for the given date range too. The deposits are for other months. Is there another report I am supposed to use to get the sales for a given period?

 

1 reply

G
GenmarieM
February 22, 2024

Welcome to the Community space, @Dixymoma.

 

I am here to share a report that will show the sales for a specific period in QuickBooks Online (QBO).

 

If you want a report that will show your sales for a specific period, you can consider running a Sales by Customer Summary.

 

Here's how: 

 

  1. In QuickBooks Online, go to Reports.
  2. Enter Sales by Customer Summary on the Find report by name field and click on it.
  3. Select a period from the Report period dropdown. You can use Custom to specify the date from the fields next to the dropdown.
  4. Once done, click on Run report.

 

Moreover, I'm adding this helpful article as your reference in personalizing your report: Customize reports in QuickBooks Online.

 

Return to this post if you have other concerns about running reports in QBO. I'll be here to lend a hand.

D
DixymomaAuthor
February 22, 2024

Thank you for your response.  I guess I didn't ask the question properly.  You did answer part of it.  But, when I process the profit and loss statements, the income portion of the report includes payments made within the time period that I requested.  In other words, I selected the profit and loss for January 2024.  There were several deposits included in the number because they were deposited in January.  However, they were payments for December invoices.  I'm thinking there is a way to exclude these numbers?

C
ChristieAnn 11
February 23, 2024

Hello there, Dixymoma.

 

I appreciate you for clarifying your concern about the data that appears on your Profit and Loss report. I'll provide insights on how the statement works in QuickBooks and troubleshooting steps to ensure you can achieve your goal.

 

Before that, may I ask for additional information, such as screenshots of your invoices, payments, deposits, and the specific report you are running? This allows me to identify the root cause of the problem and provide accurate details.

 

For now, please note that if you run the Profit and Profit Detail report, the entries that are displayed on the statement are invoices and payments. The created deposits won't show up from there, and the data that comes up depends on the date the payments were made. With this, I recommend reviewing the payment dates and making sure that December is selected. This way, those entries will be excluded when you run the statements for January 2024.

 

If the issue persists, I recommend opening your QBO account in a private browser. Then, run and customize your report from there. This is to rule out the possibility of a webpage issue that might cause you to display incorrect data in your report.

 

Use these keyboard shortcuts based on the browser you're using:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, hold down Command + Shift + N.

 

If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative.

 

In case you need steps on how to print, email, and export diffrent reports in QBO, you can read this article: Run reports in QuickBooks Online.

 

Please let me know if you have further concerns about your company snapshot or questions regarding your report in QBO. I'm always around to help, Dixymoma. Take care.

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