thread Annual fee report in Archived Discussions (Read Only)

How do I view a total sales report for an entire year?

Turie — Sun, 24 Feb 2019 18:58:38 GMT

The title of this thread has been edited from the original: I need total sales report for 2017

I need total sales report for 2017

Re: I need total sales report for 2017

Gam1 — Sun, 24 Feb 2019 18:13:33 GMT

@Turie all you need to do is log in to your dashboard if you used Square for that period, under Reports on left hand side of your screen, under Sales, you have option to enter your dates or click the button that says last year and it will take you to Summary which has your total sales, taxes, fees, refunds and all the activities you did that time frame. Hope this helps.

Re: I need total sales report for 2017

YBUTTRAM — Sat, 23 Feb 2019 17:52:25 GMT

DASHBOARD IS NOT PULLING ANY INFO. NOT EVEN WHEN I CLICK SETTINGS WHERE IS MY INFO

Re: I need total sales report for 2017

GlassJudy — Sat, 23 Feb 2019 18:26:38 GMT

The Dashboard has changed since the previous post. Load the Dashboard, then click on Reports in the upper left corner of the screen. Click on the first item in the list (Sales Summary) and then you will want to click on the date range selector at the top left of the screen, and finally Last Year. You'll get a complete summary of last year's sales, both graphical and numerically.

Re: I need total sales report for 2017

Helen — Sun, 24 Feb 2019 18:15:05 GMT

Thanks for replying to this one @GlassJudy!

I've made a small edit to the first post here to reflect the new Dashboard layout. 😊

Transactions made in 2019

gilmans — Tue, 14 Jan 2020 20:20:55 GMT

need total amount on sales in 2019

How do I get my total sales in 2018 and 2019

Spider-Man — Wed, 15 Jan 2020 10:23:38 GMT

How do I get my total sales from other years like 2018 and 2019

Re: How do I get my total sales in 2018 and 2019

ashc — Wed, 15 Jan 2020 12:21:12 GMT

Hey @Spider-Man! 🕸

It looks like this question has already been asked in the Community so I merged your post with this thread that has the answer.

2019 sales report

JakesSeasoning1 — Mon, 10 Feb 2020 03:19:21 GMT

How do I get 2019 sales report?

Re: 2019 sales report

ashc — Mon, 10 Feb 2020 16:01:46 GMT

Hey @JakesSeasoning1! Welcome to the Community.

I moved your post to an existing thread on how to get your yearly sales reports.

Check out @Gam1's best answer.

In the future- don't hesitate to search your question within the Community or Support Center first to get a quicker answer!

Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

serafaery — Thu, 20 Feb 2020 03:18:34 GMT

For many reasons, including taxes, I need to create reports that prove my monthly self-employment income. Square transactions are my main source of income, so it's important that my bank statement and the Square reports are accurate and show identical amounts. My Square deposits detailed via email all match my bank account deposits from Square, but when I go to the monthly Transactions for January, the "net total" is off by about $100. There is no option I can see to pull a monthly "deposits" report, which is really what I need to balance my bank statement with my Square info for proof of income. Can someone help explain how I can find a summary of actual deposits/true income via Square by month, for tax purposes?

Re: Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

ashc — Fri, 21 Feb 2020 18:27:19 GMT

Hey @serafaery,

I moved your post to an existing thread in the Community where another seller asked how to view yearly reports.

The same goes for monthly reports where you can pick what months you want to view by selecting the month from one of the dropdown boxes on the Reports section of the online Dashboard.

BRe: Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

serafaery — Fri, 21 Feb 2020 22:36:25 GMT

Hi @ashc , thanks so much for your reply. I already know how to pull reports. If you read my post, what I'm asking for is how to pull a record of deposits, not sales. "Deposits" doesn't appear as an option anywhere when I try to make a custom report. Is there a way to pull monthly or annual reports of deposits? My deposits and my "net total collected" after fees are off by a large amount, I need to figure out why.

Re: BRe: Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

ashc — Sat, 22 Feb 2020 12:28:49 GMT

@serafaery Oh sorry I totally mis-read that!

We re-named Deposits to Transfers so it'll be under that on the Dashboard now.

Sorry for the confusion!

Re: BRe: Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

serafaery — Sat, 22 Feb 2020 16:02:25 GMT

Ah okay, I will try that, thank you so much @ashc

Re: BRe: Net Total monthly square transactions do not match monthly Deposit amount Jan 2020

ashc — Sat, 22 Feb 2020 16:15:31 GMT

Any time @serafaery! 👍

How can I view total transactions for 2019?

Pmaurer62 — Wed, 23 Sep 2020 14:21:36 GMT

The title of this thread has been edited from the original: 1099

Total of transactions for 2019, please.

Re: 1099

JustinC — Wed, 23 Sep 2020 14:18:16 GMT

Dashboard > Reports > Sales Summary. Use the date selector drop down > Select Last Year.

If you're looking for the amount of transactions processed in 2019, switch to the Transactions tab (the date range you set should carry over to this report). Up top in bold text, you'll see the gross number of sales as well ass the number of payments.

Is there a way to view a "year-end sales report" for sales older than 2 years?

Docs4Court — Sat, 05 Dec 2020 21:17:29 GMT

I'm only able to view last year and the current year but not able to view sales before this period of time. Is there a way to do this? Thanks! 🙂

Re: Is there a way to view a "year-end sales report" for sales older than 2 years?

JustinC — Sun, 06 Dec 2020 17:44:37 GMT

Hi @Docs4Court

Sure! You can view a report for sales more than 2 years ago. Use the date selector at the top of the report to select 'This Year'. Once the report generates, use the left arrow on the date selector to browse previous years.