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August 15, 2019
Question

How do i show my sales monthly

  • August 15, 2019
  • 1 reply
  • 0 views
from my 2016 bank statements

1 reply

AddieC
August 15, 2019

Hello manker

 

Showing your monthly sales revenue is an important way to assess your business health. QuickBooks Online helps you run various reports in order to pull up this information quickly and easily. I'll help show you how.

 

The sales reports in QuickBooks Online can be located by clicking the Reports tab on the left navigation menu. Next, type Sales in the search bar on the top right side of the page. 

The reports you can use to see your monthly sales are: 

  • Sales by Class Detail
  • Sales by Class Summary 
  • Sales by Customer Detail
  • Sales by Customer Summary 
  • Sales by Location Detail 
  • Sales by Location Summary 
  • Sales by Product/Service Detail

Each report can be filtered to show different reporting periods. If you're looking back at 2016, ensure you're selecting the day, month, and year to match this criteria. Once you've selected your date range, click Run Report.

 

That's all you have to do to pull up this information. I'd be happy to answer any other questions you may have. 


Have a great day!