Needed: Monthly Sales Report of invoices paid, columns for item total,shipping, tax, Square Charges

[MaryRH]

I need to know how to run a report that shows invoices PAID each month, with separate columns showing date paid, item total, sales tax, square charge, shipping.  Each month is separate - so customized dates is necessary.  I have to generate this report so I can determine sales tax, balance to my checking account.  Currently I cannot match Square payment to the actual deposited amount, since Square deposit sometimes lumps 3-4 invoices together and takes out fees.  HELP.

[isabelle]

Hey @MaryRH-

Thanks for posting in the Seller Community!

Hmmm. You could pull a transaction report and filter the source by invoice:

Or you could go to Reports > Item Sales > Filter by > Source > Invoices:

For deposits, you'll have to go to Balance > Transfer Reports > Select > Export Transactions. 

Is that what you're looking for? Let me know!