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LJ814
Level 1

Creating a report for yearly product sales by month

Hi,

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

4 Comments 4
MaryLurleenM
Moderator

Creating a report for yearly product sales by month

Let's try running this report, LJ814.

 

Log in to your QuickBooks Point of Sale and perform the following:

  1. Click on Reports at the left pane.
  2. Tap on All Reports from the Report Center.
  3. Under Sales, click on Detail
  4. On the report's page, click the Modify button
  5. Under the Modify a Report window, put a check-mark on Time to add it to the report. You can also add more columns if you wish to. 
  6. Hit on Save, then Run.
  7. Customize the reporting period, then select Apply date range.
  8. Click on the Refresh button to refresh the page.

Let me know if there's anything that I can help with.

LJ814
Level 1

Creating a report for yearly product sales by month

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.

LJ814
Level 1

Creating a report for yearly product sales by month

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.

Rubielyn_J
QuickBooks Team

Creating a report for yearly product sales by month

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.

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