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I would like a summary of my expenses and income for the months of July, August and September. Can anyone help me on how I go about doing this please?
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Manage suppliers and expenses
It's nice to see you here, @l-acleanican-gma.
Pulling up a report for your expenses and income for the months of July-September is a breeze. I can help you achieve this goal.
You can run the Profit and Loss report and customise the date from July-September. This report summarizes income and expenses, so you can see how profitable you are.
To do that:
- Click on Reports from the left pane.
- Refer to the Profit and loss.
- Select on the drop-down arrow and choose Custom date.
- Enter July 1 as the Start date and September 30 as the End date. If you want to have a summary for each month, just click the start and end date by month.
- Click on Apply.
- Choose the option that you want. You can View, Print, Email, or Download the report.
If you want a detailed list of all your transactions, you can export them into a CSV file. Here's a link that you check out for complete details about the process: Learn how to review and download transactions.
Lastly, you can visit this reference to learn more about the things that you can do in QuickBooks Self-Employed: Learn the basics of QuickBooks Self-Employed.
I got you covered if you need any help with QBSE. Your success is my priority. Have a lovely day!