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How to See the Income Detail in QuickBooks Online to Compare Cash and Accrual Income

In this blog post, you’ll learn how to see the detail behind your income.

If you’re ever looking at your Profit and Loss and thinking about things don’t seem quite right. You can check the Income Detail Report.

Quick Instructions:

  1. Click Reports in the left side menu
  2. Click Profit and Loss
  3. Select a Report period
  4. Select an Accounting method
  5. Click Run report
  6. Click the amount on the Total Income line

Keep reading for a complete walkthrough with screenshots:

Income Detail Report

To get to the Income Detail Report click Reports in the left side menu. 

Navigating to reports in QBO

In the Favorites section click Profit and Loss.

Opening the Profit and Loss report in QBO

At the top of the report select the date range you’d like to check.

Selecting a report period for your Profit and Loss in QBO

Check that you have the Accounting method selected that you use. 

Click Run report.

Selecting an Accounting method and running a Profit and Loss report in QBO

To get to the Income Detail Report click the bold number to the right of Total Income.

Opening the Income Detail Report by clicking on the Total Income amount in QBO

The Income Detail Report lists all the transactions that are added together to make that Total Income amount.

If you want to look at the report and make notes you can export a CSV version.

To do this click the icon in the top right that looks like a piece of paper with an arrow. From the drop-down menu select Export to CSV.

Export Income Detail Report to CSV in QBO

Cash vs. Accrual

You can compare your Cash and Accrual income amounts by running a Profit and Loss for each and exporting CSVs of their Income Detail Reports. You can then put them side by side and compare.

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If you have questions about tracking your income in QuickBooks Online click the green button below to schedule a free consultation.

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