If I do a z out report there is a summary of returns processed but I cannot seem to find a report or create a custom report that provides any detail for returns. Since an employee could process a return and pocket the money it is important for me to be able to see which transactions created the returns to make sure they were valid.
Thanks for posting in the Community. I'm here to help run the report you need to show a summary of returns in QuickBooks Point of Sale.
Right now, the only report available that you can use to show this information is the Sales Detail report. Returns processed will show a negative amount on the Qty Sold column and will also show an amount enclosed by parenthesis.
Here's how you can run the report:
Go to the report menu.
Click Sales Detail.
I'm here to ensure your success, so please don't hesitate to post a response whenever you need further assistance. The Community has your back.
Let's perform some troubleshooting steps to get the report data you need, Peter Tebart.
You may experience this unexpected behavior if the report is filtered incorrectly or if there's a potential company file data damage. To resolve this, we can clear the report filters by following the steps below:
Run the report.
From the Report window, select Modify.
Select Revert to remove all filters applied on a report.
Re-run the report then export it to excel.
We can also check for data issues by creating and exporting the report in a test file to verify if this unexpected behavior is file-specific. Here's how: