How do I find out how much I have invoiced over a period of time?

Hi dwbar69

I am always happy to get QuickBooks report questions. Reports are very under used, since they are the fastest and easiest way to let QuickBooks help make you money. Reports let you use QuickBooks to help manage your business and make prompt profitable changes, not simply enter data that accountants eventually use for tax returns.

QuickBooks is the fastest and easiest way I know to get very large numbers of different types of reports. You can quickly customize most of them in more ways that you will ever want. You also can memorize reports, which you customize, and run them again in two clicks. Reports can  have many generic dates, like this year or last year to date, so the data is new each time you run them.  You can even memorize groups of reports and run them all in three clicks, or have an amazing $100 QuickBooks add-on print or email (or send to Excel) as many combinations of QuickBooks reports that you want, on many different schedules.

Specifically, here is the fastest and easiest way to get how much you invoiced or collected, with all your other income and expenses, for any period. Simply click on Reports (near the right of the top menu line) and then on Company & Financial, Profit & Loss standard. Right above the report is a line that says Dates. Change the From and To dates to what you want and Tab three times (any additional Tabs will not hurt). Now look at the top left of the report. If it says "Accrual Basis," then the Sales or equivalent top dollar amount is amount invoiced. If it says Cash Basis it is the amount collected. If it says the wrong one or does not say anything like this then click on Modify Report, in the line above Dates. About a third of the way down the window that pops up says  Report Basis. The check boxes right below is let you change from  Accrual (amount invoiced, or payable for expenses) to Cash (amount collected, or amount paid for expenses). Then click OK at the bottom of this window.

Please let me have any additional Questions here today, August 28, 2009. After today, see my BlockTax.com top left link, "QuickBooks Accounting Software Help" or the Email Me link beneath my picture on my  QuickBooks-blog.     http://bit.ly/4rX7R    http://bit.ly/z2de8