Can I get the report of cash sales and credit sales during a period.


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Hello there, ["ameetha"],

You can filter the date and payment method on the Transaction List by Customer report to view your cash and credit sales. Let me guide you how.

  1. Go to the Reports menu.
  2. Search for Transaction List by Customer.
  3. At the upper right hand, click the Customise button.
  4. In General, select the Report period
  5. In Rows/Columns, click Change columns.
  6. Put a check mark on Payment Method.
  7. Under the Filter section on Payment Method, select the Cash and Credit Card methods.
  8. Click Run Report.

I've attached screenshots below for your reference.

You can also check out this article on how to customise your reports on QuickBooks: Customise the Report.

That should do it. Please let me know if you have other concerns about generating sales reports in QuickBooks. I'm just around to help.

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IntuitRea , Community Support Specialist
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