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cwaligura
Level 1

POS Customer Returns Report with Detail

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.

2 Comments
joanspruill
Level 3

POS Customer Returns Report with Detail

What I do is select Sales History from the POS main menu.  Select "Yesterday" and click on the "Total" column to sort by total sale.  You can then see the negative transactions and investigate them.

 

 

AlcaeusF
Moderator

POS Customer Returns Report with Detail

Hello there, @cwaligura.

 

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:

 

  1. Go to the report menu.
  2. Select Sales.
  3. 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.

 

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