Daily Sales Channels - Reporting Different Sales Channels

I've got you covered, reens80. I'm here to ensure you're able to record your daily sales in QuickBooks.

When recording your customer, you can set up one profile named Daily Sales. I'll show you how.

1. From the left menu, select Sales, then Customers.
2. Select New customer.
3. Enter Daily Sales, then select Save.

For the correct items, set up a Daily Sales category. This keeps your items organised. To learn more about the process, see Step 3 on Record your total daily sales article.

As for the account to use, it's best to set up a separate account instead of using a subaccount. Here's how:

1. Select the Gear icon on the Toolbar.
2. Under Your Company, choose Chart of Accounts.
3. Select New at the top right.
4. Set up these accounts:

I'd also recommend consulting an accountant. They'll be able to guide you on the process to ensure your books are accurate.

In addition, to make sure you've recorded the correct total amount of sales in a day, I'd recommend pulling up the Sales by Customer Summary report. Then, set the Report period to Today.

Please let me know if you have other questions in recording your daily sales transactions. We're always available to guide you with every step of the process.

Hi CharleneMae_F

The information you have provided doesn't really answer my question. What you have provided I can see is available on the forum in other posts.

My question is, if I have 6 different sales channels - should I set up 6 different Daily Sales Customers? or should I set them up as 6 SUB ACCOUNTS under the SALES account in the INCOME chart of accounts or should I set them up as different product categories??

Hi all

Still looking for a solution on how people are setting up daily sales for different channels/brands - especially where they want to see the diff performance

Is it different Daily sales customers?

Different Sales sub accounts?

Different products? (as I am recording daily sales - I do not have an extensive list of products - it would just be 2-3. So would I have each channel-product set up as diff products)

Thanks

Let's make sure you'll be able to set up daily sales for different channels, reens80.

Any business that does not invoice customers for products and services can use the daily sales method to record sales. You can set up your daily sales for different channels or brands just like setting up a customer. Then, make sure to add the product and services. The article that you've provided will guide you on how to record your daily sales transactions.

Setting them up as different sales sub-accounts or different products will all depend on you.  Yes for reporting purposes you could set up sub accounts for Deliveroo Just Eats etc  then on the report it would show the total for sales and then totals for each sub account. You could then use the products/services for more detail on the sale, you could set up sub income accounts for hot /cold or whichever other things you wish to track and then set up products for each with their specific sub account selected as the income account. Then on the invoice select the specific one for the sale as long as the products are sub account of the income account then the report will show total and then the separate totals of each. So it is whichever way works best for you.

Also, as mentioned by @CharleneMaeF, you can consult an accountant to ensure that the process is accurate. Let me provide this to you again for your guide: Record Your Total Daily Sales.

Once done, run a report and filter them to show the information you need. To do this, please check this article for your reference: Customise Reports in QuickBooks Online.

Fill me in if you have any other concerns with your daily sales. We're always right here to get the help you need. Stay safe!