Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHi,
I am using QuickBooks Desktop POS 18.0. I would like to create a report that breaks down annual product sales by month. Is that possible with this version? If so, I would appreciate help on how to do that.
Thanks,
Laurie
Let's try running this report, LJ814.
Log in to your QuickBooks Point of Sale and perform the following:
Let me know if there's anything that I can help with.
Thank you. This report does get me dates and item numbers, but it is not in a very Excel friendly format (dates are on separate lines from items). What I really am looking for is a summary like below. I know I can do a report for each month and then combine in Excel, but I wondering if there was a way to do this one report.
Jan Feb
Item # Qty Qty
Product1 10 12
Product2 12 11
Product3 9 5
etc.
Thank you. This report does get me dates and item numbers, but it is not in a very Excel friendly format (dates are on separate lines from items). What I really am looking for is a summary like below. I know I can do a report for each month and then combine in Excel, but I wondering if there was a way to do this one report.
Jan Feb
Item # Qty Qty
Product1 10 12
Product2 12 11
Product3 9 5
etc.
Let me provide some insights about running reports in QuickBooks Dekstop, @LJ814.
I can see here how it is important for you to have a report showing the summary of each product sales by month. However, currently, there isn't an option to have this report.
As an alternative, you'll have to run the report suggested by my colleague above and then export it to Excel. From there, enter the details that you want to show in your report.
I've also added this article to help you manage reports in QuickBooks: Customize and save a report in QuickBooks Point of Sale.
Feel at ease to comment down below if you have other questions. I'll be happy to help you out. Have a pleasant day.
I am wondering if running the report this way is now an option? Sales by item by month
Hi ChurchSo,
Thank you for coming to the Community and asking about the report you mentioned. As of the moment, it is not available in QB Point of Sale. I recommend sending a suggestion so our engineers will know that you need it for your business.
On the other hand, you can check out the QB POS 19 User's Guide if you need references in the future.
I'm just right here if you have any other questions in mind. Take care and have a good one!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.