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May 12, 2020
Question

Hi I am in the UK & would like to know please what my current booked 2021 sales are. The dashboard shows current tax year but i would like to see 2021

  • May 12, 2020
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1 reply

May 12, 2020

Hello there @sawtrymarquees,

 

Currently, the option to see the 2021 sales on your dashboard is unavailable. If you have advance sales recorded, you'll want to use your sales report. Let me guide you how.

 

  1. Go to Report, then type "Sales by Customer Summary".
  2. Change the Report period to Custom. Then, change the date that includes your future sales.
  3. Click Run report.

Please see this article for details about reports included in your QuickBooks Online subscription. I've also added this handy article about the popular custom reports in QuickBooks Online for your reference.

 

Know that you can always reach out to me anytime if you have questions or concerns. Thanks for coming in today and have a wonderful week ahead.