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ovtnvw
Level 2

Generating a Total Order Report

I would like to generate a report showing total sales receipts per month. I do not need to see receipt and items sold or the customer but if that shows it is ok. I really just need the numbers. Is there a way to generate this?

 

Thank you.

3 Comments
Jen_D
Moderator

Generating a Total Order Report

Glad you visited the Community for QuickBooks, @ovtnvw.

 

I can definitely assist you with getting the sales report in a QuickBooks for Mac company file. You can pick any sales or transaction reports in the program, and customize it with the filters you need.

 

Here's how to do that:

 

  1. Go to the Reports menu and then Report Center.
  2. Make sure to use the correct date to display the data accurately.
  3. Double-click any sales or customer transaction list report from the list.
  4. From the Report window, select Customize.
  5. Tap the Filters tab.
  6. Mark the checkbox next to the filter you want to use.
  7. Scroll, or use the search field, to find the specific filters. Example: Transaction Type.

 

I'll be leaving some related links for QuickBooks Desktop Mac reporting for additional reference:

 

 

If you need further assistance with the report customizations, please post here again. I'll be right here to help you any time. All the best!

ovtnvw
Level 2

Generating a Total Order Report

HI Jen_D and thanks for your reply. I have been able to create reports however what I am getting is sales by item, the quantity sold of each inventory item for the selected period. What I am trying to determine is a history of the number of sales receipts per month. Not sure if I misunderstood your answer.

 

Thanks,

Michael

MaryJoyD
QuickBooks Team

Generating a Total Order Report

I can share additional information with generating the report that you need, Michael. 

 

You can also run the Transaction Detail report to check the number of sales receipts you have per month. 

 

Follow the steps below:

  1. Go to the Reports menu and then Report Center.
  2. Run the Transaction Detail report.
  3. Click on Customize and select the Filters tab.
  4. Select an item from the Total by list.

 

Here’s more information on customizing your reports in QuickBooks Desktop for Mac

 

The following article will guide you in creating the report that you need and the available reports that you need: Create reports in QuickBooks Desktop for Mac.

 

I'm always here if you need more help in generating the report that you need. Just let me know by leaving a reply below. Take care and have a great rest of the day!

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