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March 21, 2022
Question

POS 19 Department Summary Missing Items

  • March 21, 2022
  • 2 replies
  • 9 views

Our Department Summary keeps missing items that have been sold. I can run the Item Summary report and the items show up in the Department like they should, but if I run the Department Summary for the same date range, it's missing about half of the Items in several of the Departments. Why might the Department Summary not be pulling in all of the information?

2 replies

QuickBooks Team
March 21, 2022

Thanks for choosing QuickBooks POS in managing your sales transactions, ArtsyMathNerd. I know how difficult it is when you can't find your items on the report. I'm here to help you with that.

 

The Sales Detail report will show you the sales of each item with a detailed listing of each transaction. However, the Sales by Item Summary report will tell you how many of each item or service you have sold, the total dollar sales, and the profitability of each product or service. 

 

The differences between these reports might be the reason why you have missing items. I'd recommend exporting the reports in Excel. Then, manually compare them.

 

Here's how:

 

  1. Go to the Reports menu and select Reports Center.
  2. Find and open any report.
  3. Select the Excel on the toolbar. 
  4. To create a new Excel workbook, select Create New Worksheet.
  5. select Update Existing Worksheet if you want to update an existing workbook with the data
  6. Once done, select OK. 
  7. To open the report in Excel, select Export.

 

For more information about exporting report in Excel and how to customize it, please see these resources:

 

 

In case you want to verify or connect the on-hand item quantities in your inventory by doing a physical count, please see this article: Perform a Physical Inventory.

 

I’m always here if you have any additional questions about managing your reports, ArtsyMathNerd. It's my priority to get this resolved.

March 23, 2022

I'm not asking about the Sales Detail report. It's the Sales - Department Summary report that is incorrect. Please see the PDF that I attached to the original post.

May 24, 2023

Did you ever figure out how to get all department on the summary report?  I am having the same issue.

QuickBooks Team
March 23, 2022

Thank you for your reply, @ArtsyMathNerd. I'm here to help you out with your missing items.

Let's make sure your QuickBooks Point of Sale is up to date. This procedure will assist you in resolving any errors you may experience while using the program.

Here's how:
 

  1. As an administrator, log in to your point-of-sale system.
  2. Click on the Help menu and go to Software Update.
  3. Select Updater Preference.
  4. Choose the General tab.
  5. Select Automatically download updates.
  6. Then select OK.
     

If the issue persists, I recommend contacting our Point of Sale support. This way, an agent can do a screen share with you and see what's causing the report's missing data.

You can also go to our general QuickBooks Desktop Point of Sale topics and articles by clicking this link. Simply seek responses that address your concern.

If you have any other questions or issues about inventory reports, please contact me at any time. I'll be there to support you. Take care!