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bhaines
Level 2

Bundle Sales report

Is there a way to pull a report that shows Bundle SKU, Quantity Sold, Dollar Amount Sold?  I was able to pull the Sales by Product/Detail report but it is missing the sales amount.  I feel like I'm missing something simple.

Solved
Best answer May 28, 2020

Accepted Solutions
Angelyn_T
QuickBooks Team

Bundle Sales report

I can share some information about this matter, @bhaines.

 

When running reports in QuickBooks Online, the bundle isn't included. An example is when running the Sale by Product/Service Detail report the report's filter doesn't even include the bundle item from there. Also, the report will let you see the sold quantity from the bundled item but won't indicate what bundle the item/s is coming from.

 

I've added these screenshots for your visual reference.

b15 1.PNG b15 2.PNG

 

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

View solution in original post

18 REPLIES 18
JasroV
QuickBooks Team

Bundle Sales report

Thanks for sharing a screenshots with me, @bhaines.

 

You'll want to ensure the line items in the transactions have rates and total value amount. This way, it'll show the sales price in the report.

 

However, if there's already rates and total value in the transaction. I recommend deleting and recreating the sales receipt. Let me show you how.

 

On the Report page:

  1. Select the Sales Receipt to open the transaction.
  2. Click More and select either Copy or Delete.
  3. Make changes to the sales receipt if needed.
  4. Click Save and close when done.
  5. Then open the old sales receipt, click More and select Delete.

Once done, run the report again. Additionally, I got you this article that can guide you in personalizing your report and show the data you need: Customise reports in QuickBooks Online.

 

It's also a great idea to memorise the report to save its current settings. This way, you won't have to customise it again for the specific data you need.

 

You can always get back to me whenever you need help. I'll be around to assist you. Keep safe and stay healthy.

bhaines
Level 2

Bundle Sales report

That's the odd thing. It should be showing sales and the transaction has been paid on. It seems like if it is a bundle it wont show sales just QTY in the report.   Can you show an example of the report showing the sales of the bundle in a report that isn't broken down by each individual parts. For example how many sales for bundle 2...

I'm trying to see how many Bundles I sold and the total sales for this month. After reviewing the customize report article, the sales still don't show up. Can you show them on your side?

katherinejoyceO
QuickBooks Team

Bundle Sales report

Thanks for your prompt response, @bhaines.

 

To clarify, you'll need to enter each part (item) individually in the inventory before you can create a bundle. Hence, the reports will show you the break-down of the items used in that bundle.  

 

I've replicated the screenshots you've shared and it shows Bundle SKU, quantity sold, dollar amount sold when I run the Sales by Product/Service Detail report. See screenshot below: 

 

report 3.JPG

 

Oftentimes, browser's cache store temporary internet files that may cause unexpected behavior. This browser-related problem can be resolved by clearing the cache. I'd recommend using Google Chrome's incognito or a private window first to isolate the issue. Simply press these keys together, CTRL+SHIFT+N

 

If that works, you can go back to the default browser and follow the steps to troubleshoot browser-related issueIf the issue persists, try using another updated, supported browser such as FirefoxSafari, or Microsoft Edge.

 

I've also added an article that can help you set up the stock tracking feature in case you'll want to track product quantities in QuickBooks. 

 

Let me know if you need more assistance. We're always delighted to help. 

 

bhaines
Level 2

Bundle Sales report

I feel like we are so close.  The report needs to show sales and quantity for BUNDLES, not the break down of the components that make up the bundle.  This could be a feature request at this point not sure though because there really isn't a sales price attached to the Bundle in product and services, note attachment.   I have been working in incognito and cleared cache and cookies as well as restarted my computer. I feel like my pc is optimized for this and that really isn't a factor.  How can I pull a report that shows just BUNDLE sales and Quantity sold. If you preview an invoice with a bundle on it you can see the QTY and Sales just fine but it seems there is no way to pull a report that shows this same data...

GraceC
QuickBooks Team

Bundle Sales report

Hello there, @bhaines.

 

Since the steps provided by my colleague above isn't working.

 

I recommend contacting our support team so they can directly check your account. This way, we can determine why the Bundle SKU, Quantity Sold, Dollar Amount Sold feature aren't showing on your reports.

 

Here's how:

  1. Click Help at the top right.
  2. Select Contact Us.
  3. Enter your concern in the description box, then click Let's talk.
  4. Choose either Start messaging or Get a callback.

To ensure we address your concern on time, check out our support hours.

 

Touch base with me here if you have additional concerns. I’m happy to provide further assistance. Have a good day!

bhaines
Level 2

Bundle Sales report

They couldn't come up with anything either and directed me to come here to see if you all could brain storm something. It sounds like this doesn't exist.

Angelyn_T
QuickBooks Team

Bundle Sales report

I can share some information about this matter, @bhaines.

 

When running reports in QuickBooks Online, the bundle isn't included. An example is when running the Sale by Product/Service Detail report the report's filter doesn't even include the bundle item from there. Also, the report will let you see the sold quantity from the bundled item but won't indicate what bundle the item/s is coming from.

 

I've added these screenshots for your visual reference.

b15 1.PNG b15 2.PNG

 

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

bhaines
Level 2

Bundle Sales report

Thanks for getting back to me team. It looks like there isn't an option that simply shows Sales for the Bundle not the break down of what is in the bundle in an itemized format.  It would be nice if there was a report that showed sales for Bundle 1 and for Bundle 2 ... within a specific time range. 

Alsalman
Level 1

Bundle Sales report

Its so frustrating when you cant get a simple sales bundle report from this software 

Ashleigh1
QuickBooks Team

Bundle Sales report

Hello Alsalman, 

 

Welcome to the Community page and posting onto this thread. 

 

We appreciate your frustration on not being able to get the exact report you need, we have taken on board this feedback and have passed it onto our developer engineers. Hopefully, it might be something that comes out in the future. 

AnnNik
Level 1

Bundle Sales report

Please, do it ! It is really important option for a small Fast Food Restaurants bookkeeping for example.

phhltd
Level 2

Bundle Sales report

ive been asking for a bundle report for ages and no one is coming back to me. it would be fantastic if they could develop a report to just show the qty of different bundles sold.

 

hopefully they will finally listen 

 

BethFL
Level 3

Bundle Sales report

I too would like to see a Bundle sales report that only shows the number of bundles sold not the individual items. We pay a commission on the bundle but the report that I have to run is a list of all the bundle components sold which becomes a several pages report.

Kate Kinnison
Level 1

Bundle Sales report

This is a very important feature that quickbooks is missing. We need the ability to pull a bundle sales report that doesn't break out the individual components and let's you know how many of that specific bundle you sold.

LabPrint
Level 1

Bundle Sales report

Hi there has any progress being made to the bundle issue?

LabPrint
Level 1

Bundle Sales report

Is there a add on program that would do this ?

Rasa-LilaM
QuickBooks Team

Bundle Sales report

Thanks for following this thread, LabPrint.


I’m unable to provide a specific time frame when the feature is available (Sales Bundle report). You can visit the QBO Blog to see the latest news, features, and enhancements about the product. From there, you’ll get tips, advice, and resources to help your business thrive.


In regard to the add-on program, I invite you to visit the QuickBooks App Center to find one. Make sure to type a keyword in the search field to expedite the process. You can look them over to get a better comparison of these apps and see if one meets your needs.


For future reference, I’m adding a link that lists all reports included in your subscription.Tap here to view them.


Don’t hesitate to visit the Community if you need help with QBO. I’ll be glad to lend a helping hand. Have a great day ahead. 

Fiat Lux - ASIA
Level 15

Bundle Sales report


@LabPrint wrote:

Is there a add on program that would do this ?


 

@LabPrint 

Explore this app. They acquired it last year.

https://go.tradegecko.com/register?code=fiat-lux

https://www.youtube.com/watch?v=b-jhu1kfZlM

 

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