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Hi, QuickBooks Community!
I am facing a problem. We are basically migrating data from another Cloud based accounting system to QuickBooks online. We just sync data into QuickBooks. I just want to double check sales figure, that's why I run sales monthly report on both systems and download it to double check sales figures and match it, So, nothing should be skipped. Our previous accounting system show All sales by Invoice, But when I comes to QuickBooks it shows sales by split format by each item. For example In one invoice we sold 5 items. Previous accounting system show's Invoice number and whole sales figure one time, but QuickBooks shows 5 times Same sales invoice number and sale figures separately by each item. I just want QuickBooks show one invoice number and whole sales figure instead of 5 times separately. So, I double check my sales figures and match my sales on both systems easily. By splitting Sales create much problem for me and difficult to match, as there are huge number of invoices per month. I attach both systems files how they show sales figures. Hope so, my question make sense and expert's give me a solid solution.
Thanks & regards.
Solved! Go to Solution.
Thank you for coming back to the Community, Lasa_Accountancy.
I can see that this is a duplicate post. My colleague already provided an answer to the other post. You can view the complete details through this link: How can I view sales by Invoice.
Let me share this article to learn more about the reports available in each QuickBooks version: Reports included in your QuickBooks Online subscription.
Additionally, the links below will take you to a page that shows a list of our self-help articles and online tutorials. These resources will help you easily get around in the online program and perform any tasks smoothly.
Reach out to me again if you have additional concerns about your sales records or running reports. I'm always ready to lend a helping hand. Have a great weekend ahead, and stay safe.
Hi @Lasa_Accountancy,
It seems you've created a second post asking for help with your sales and invoices. My colleague already posted a response on the other thread.
If you haven't yet, use this link for easy navigation: How can I view the Invoice number and sales figure?
If you have any other questions, please let me know in the comment below. Take care always!
Hi, Sir!
Actually your friend solution is not solid and applicable As I already tried similar way what he suggest in solution. Can you please tell me any other best way to match sales invoices and sales figures on both system easily.
Thank you for coming back to the Community, Lasa_Accountancy.
I can see that this is a duplicate post. My colleague already provided an answer to the other post. You can view the complete details through this link: How can I view sales by Invoice.
Let me share this article to learn more about the reports available in each QuickBooks version: Reports included in your QuickBooks Online subscription.
Additionally, the links below will take you to a page that shows a list of our self-help articles and online tutorials. These resources will help you easily get around in the online program and perform any tasks smoothly.
Reach out to me again if you have additional concerns about your sales records or running reports. I'm always ready to lend a helping hand. Have a great weekend ahead, and stay safe.
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