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Replying to:
AileneA
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Hello, Electricpreacher.

 

I understand the challenges when a feature is accessible on the other version while not possible in QuickBooks Online. I understand how this can impact your productivity and navigating it.

 

Though QuickBooks Desktop and QuickBooks Online have several differences in terms of features, QuickBooks Desktop is software installed on your computer. It is typically used for businesses that require robust inventory management, job costing, advanced customization, and industry-specific features. 

 

While QuickBooks Online is cloud-based and offers the advantage of accessibility from anywhere with an internet connection, it's designed for small businesses and offers features such as automatic backups, automatic updates, and the ability to integrate with various apps and services.  

 

One possible solution to calculate the gross sales for each month is to run the Sales by Product/Service Summary Report. This report provides a detailed breakdown of gross margin and gross margin %. You can customize the report for a specific date range, such as a month. On the other hand, you can export the report to Excel and manually add up the gross sales for each month. This will give you a clear picture of how your sales are performing on a monthly basis.

 

 


 

  

Furthermore, I suggest sending Feedback to our Product Engineering team. Your Feedback is extremely important to us as it can help us create better products and services. Our Product Engineering team is always looking for ways to improve and enhance our offerings, so your suggestions could be very valuable. By sending your Feedback to our team, you may allow them to carefully evaluate and consider your ideas for inclusion in our future product developments. So, please don't hesitate to share your thoughts with us. We appreciate your input.
 

Here's how: 

 

  1. Click the Gear ⚙ icon, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit Feedback.

 

You can track the feature requests you submitted through the QuickBooks Online Feature Requests website.

 

Also, regarding the "how did it get omitted in the "upgrade"?" I'm a little bit confused. Can you please add additional screenshots to ensure we provide clear and detailed information to help ensure that you receive the best possible assistance. Screenshots can help convey detailed information about the problem you're experiencing, allowing us to understand the issue better and provide more accurate solutions.  

 

To learn more about customizing reports, kindly refer to this article: Customize reports. Then, if you want to memorize the personalized report, feel free to check out this article for the detailed steps and information: Memorizing reports.

 

Keep me posted if you still have questions or concerns about managing your reports in QBO. I'll be here to lend a helping hand. Have a great day ahead!

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