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marque_team
Level 1

Different Total Sales Amount for Sales Detail Report and Sales Item Summary Report

Hello,

 

When I generate the Sales Detail Report and Sales Item Summary Report from QB POS for the same period (for example 1 June 2021 - 30 June 2021) I have different total sales amounts. I checked some details transactions are listed in one report only instead of consistently calculated on both. In our case, there are more sold items listed on Item Summary which are not listed on the Sales Detail Report.  

 

Is there any specific data source criteria for each report so the final calculation resulting a different amount? would like to understand, please explain. 

 

thank you.

 

1 Comment 1
JoesemM
Moderator

Different Total Sales Amount for Sales Detail Report and Sales Item Summary Report

Welcome and thanks for posting here in the Community, @marque_team.  

 

The Sales Detail report will show you the sales of each item with a detailed listing of each transaction. While the Sales by Item Summary will tell you how many of each item or service you have sold, the total dollar sales, and the profitability of each product or service. 

 

The differences in the said reports might be the reason why you get a different amount. Though, you can export the two reports in excel and manually compare them.

 

  1. In QuickBooks, go to the Reports menu and select Reports Center.
  2. Find and open any report.
  3. Select the Excel on the toolbar. 
  4. To create a new Excel workbook, select Create New Worksheet.
  5. select Update Existing Worksheet if you want to update an existing workbook with the data
  6. Once done, select OK. To open the report in Excel, you can also select Export.

 

Here are some references that you can visit, to give you more information about exporting report in Excel and how to customize it:

 

 

The program provides different reports that cater to your business needs. For the complete list of available reports, kindly check out this article: Understand reports. It also contains details about how QuickBooks generates one.

 

Just in case you want to perform a physical inventory in QB POS, feel free to check out this article for more details: Perform a physical inventory.

 

I’ll be here if you have any additional questions about your reports, or anything else. Just drop a comment below. Enjoy your day!

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