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Max Sales
Level 2

How do i make a report that shows me the profit/loss per each sales receipt?

I am not sure if my previous was posted. forgive me if I double post.

 

I have QuickBooks enterprise desktop 2019.  Is there a way to make a report that shows the P&L of each sales receipt I enter?

 

Thank you in advance

 

4 Comments
Kristine Mae
QuickBooks Team

How do i make a report that shows me the profit/loss per each sales receipt?

You can pull up the Profit and Loss Detail report and customize it to show sales receipts only, Max Sales.

 

Let me guide you:

  1. Click Reports.
  2. Go to Company & Financial, then select Profit & Loss Detail.
  3. Click Customize Report.
  4. Go to the Filters tab.
  5. Enter Transaction Type in the Search Filters field and select it.
  6. Under Transaction Type, click the drop-down arrow, then select Sales Receipt.
  7. Click OK.

You'll then see the sales receipts per income/expense account. You can also memorize the report so you'll no longer go over to the same customization process.

 

If any questions arise, please leave a comment below. We'll get back to you as soon as we can.

Max Sales
Level 2

How do i make a report that shows me the profit/loss per each sales receipt?

Thank you for your fast reply.  When I do that, I see the sales receipts, but how can I get the profit or loss for "each" sales receipt.

 

example:

Sales receipt #1234. I sold 1 widget at $10, my cost, from my inventory, is $5.00 per widget.  I want a report that shows me that sales receipt #1234 gave me a profit of $5.00 on that widget.

 

Does that make sense?

 

Thanks

 

Max Sales
Level 2

How do i make a report that shows me the profit/loss per each sales receipt?

Hi Kristine, thank you for the fast response.

 

What I want to do is show what the profit or loss is on each sales receipt.

 

For example:

Sale Receipt #1234

I sold 1 widget for $10.

My inventory cost per widget is $5.00

So my profit on sales receipt #1234 is $5.00

 

I would like to be able to run a report showing all my sales receipts for a given time period and what profit or loss for each sales receipt. Not just a report showing my sales receipts, but one showing how much money I made on each sales receipt.

 

Does that make sense?

 

Thank you

Candice C
QuickBooks Team

How do i make a report that shows me the profit/loss per each sales receipt?

Good Afternoon, @Max Sales

 

Thanks for the clarification. At this time, there isn't a report to show you in-depth details of what was profit and loss on a sales receipt or multiple. However, I'll send feedback to our Product Developers so they can consider this in one of the upcoming releases. 

 

You can check out our QuickBooks Blog to see what's new in the product. 

 

If you have any other questions, feel free to ask. I'm always here to lend a helping hand. Have a great day!

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