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J
Jdunbar100
October 10, 2021
Question

Adding eaches to my sales by item report.

  • October 10, 2021
  • 1 reply
  • 1 view

In Quickbooks we sell everything by the case, either 6 or 12.  My sales by item report counts either size case as 1.  We work in units a lot so wondering how I can add the units to my report.  Each 6 pack is 1 case but 6 units, 12 pack is 1 case but 12 units.  

1 reply

Rubielyn_J
Rubielyn_J
Level 8
October 10, 2021

I can show you ways to add units to your sales by item report in QuickBooks Desktop, @Jdunbar100.

 

When setting up a product or service, make sure that the default unit is U/M. If not, we can edit the item to show each on your report.

 

Here's how:

 

  1. Go to the Lists menu, then choose Item List.
  2. Double-click the item you want to modify.
  3. In the Unit of Measure section, select the U/M Set drop-down arrow, then do one of the following:
    • Select an existing unit of measure set.
    • Add a new unit of measure set.

     4.Click OK.

 

 

For more detailed info about the process, please review this article: Use single and multiple units of measure for items. 

 

Once done, run the Sales by Item Detail report and customize it to show the units in the statement.

 

Here's how:

 

  1. Go to the Reports menu.
  2. Select Sales and choose Sales by Item Detail.
  3. Click the Customize button.
  4. In the Display section, under Columns, click U/M.
  5. Once done, click OK.



 

Additionally, let me share these links to help you further manage your reports in QuickBooks Desktop:

 

 

Please don't hesitate to reach out here in the Community if you have further questions about generating reports in QuickBooks. I want to make sure you're taken care of. Thanks for coming and take care.

J
Jdunbar100Author
October 10, 2021

I have my UM already set, let me ask another way.  I sold 125 cases to a customer, my report shows 125 cs (my UM).  What I’d like to see is that 125 cases equals 1,500 eaches or units.

 

can I list both on a report?

K
Klent
Level 8
October 10, 2021

Hii there, Jdunbar100.

 

Let me share additional information about how QuickBooks populates the data in your sales reports.

 

Currently, we can only add the abbreviation or U/M column to the Sales by Item Detail report. For the number of "ea/each" of the unit, you'll have to manually open the sales transaction and select the U/M name to view this information. Here's how:

 

  1. Go to the Reports menu.
  2. Choose the Sales section, then select Sales by Item Detail.
  3. Click the Customize Report button.
  4. Set the appropriate reporting date and basis.
  5. Head to the Display section, then click U/M under the Columns menu.
  6. Click OK, then double-click the appropriate sales transaction to open it.

I've also included some articles that you can browse to help speed up the reporting process in QuickBooks Desktop:

 

You can always find me here if you need more help in running your other reports. Have a good one.

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