Other questions

Thanks for the update, however, I do not wish to export to excel to complete this task. Also, I do not see the balance receivable. In your rightmost column, the math doesn't appear to add up. 

I see that you can export an income statement by month and have each month horizontally across the screen. 

Can you please let me know how to accomplish the attached screenshot inside QBO? Again, exporting to Excel is not an option. I would like the months horizontally, and the vertical column grouped by product/service. I'm sure through some custom reporting tweaks this can be done and that is what I'm hoping you can help with. I need a QBO solution, not Excel. 

Thank you