Generating Sales Report for items purchased from a specific Vendor

Hello there, Annie.

We'll have to generate two sets of reports to gather all the data you need. We're here to guide you on how to do this below.

For the items you sold for the specific year, we'll pull up and customize the Sales by Item Summary report, and for your purchases, run Purchases by Vendor Summary. Then, make sure to Filter their dates and by your Preferred Vendor. 

After that, export both reports as Excel workbooks to merge the accumulated data and create a single record.

Also, you can consider memorizing the previously mentioned reports to retain the same settings for future use.

We're always ready to lend a hand if you have any other reporting concerns or questions about managing sales and expenses. Don't hesitate to leave a reply below. Have a good day ahead. 

Thank you very much! What do you mean by merging the reports in Excel?

I am wondering how do you merge the accumulated data and create a single record?

I appreciate your quick response, Dometrics. I'm here to assist you with merging your reports in Excel.

You need to export the reports to Excel and modify them according to your preference. You may seek the assistance of an Excel expert to merge the reports with accurate data. 

Here's how:

1. Organize the data in Excel:
   • Open a new Excel workbook.
   • In the first sheet, import the Purchase by Vendor Summary CSV file.
   • In the second sheet, import the Sales by Item Summary CSV file.
   • Ensure that the sheets have matching columns (such as item ID, item name, etc.).
   • Clean and organize the data as needed (remove duplicates, sort, etc.)
2. Perform basic joins:
   • Identify the unique identifier for each record (item ID, for example).
   • Filter the Sales by Item Summary sheet to display only the relevant items.
3. Fill gaps and clean the entered data:
   • Check for missing data and fill gaps as needed.
   • Remove duplicate entries.
   • Standardize data formatting.
4. Calculate totals and summaries:
   • Summarize the purchases and sales data by adding total quantities, costs, revenues, etc.
   • Use conditional formatting to highlight key data points.
5. Validate the merged data:
   • Verify that the merged data matches expectations.
   • Compare the merged data against the original reports to identify discrepancies.
6. Export the final merged data:
   • Save the merged data as a CSV file or another suitable format.

Please note that merging data from multiple sources might require manual cleanup due to differences in naming conventions, formats, or data types between the original reports.

Besides exporting report, you can also learn how to summarize payroll data in Excel.

Let me know if you need further assistance besides merging reports from QuickBooks to Excel. I'm always here to assist you.