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Buy nowIn Quickbooks we sell everything by the case, either 6 or 12. My sales by item report counts either size case as 1. We work in units a lot so wondering how I can add the units to my report. Each 6 pack is 1 case but 6 units, 12 pack is 1 case but 12 units.
I can show you ways to add units to your sales by item report in QuickBooks Desktop, @Jdunbar100.
When setting up a product or service, make sure that the default unit is U/M. If not, we can edit the item to show each on your report.
Here's how:
4.Click OK.
For more detailed info about the process, please review this article: Use single and multiple units of measure for items.
Once done, run the Sales by Item Detail report and customize it to show the units in the statement.
Here's how:
Additionally, let me share these links to help you further manage your reports in QuickBooks Desktop:
Please don't hesitate to reach out here in the Community if you have further questions about generating reports in QuickBooks. I want to make sure you're taken care of. Thanks for coming and take care.
I have my UM already set, let me ask another way. I sold 125 cases to a customer, my report shows 125 cs (my UM). What I’d like to see is that 125 cases equals 1,500 eaches or units.
can I list both on a report?
Hii there, Jdunbar100.
Let me share additional information about how QuickBooks populates the data in your sales reports.
Currently, we can only add the abbreviation or U/M column to the Sales by Item Detail report. For the number of "ea/each" of the unit, you'll have to manually open the sales transaction and select the U/M name to view this information. Here's how:
I've also included some articles that you can browse to help speed up the reporting process in QuickBooks Desktop:
You can always find me here if you need more help in running your other reports. Have a good one.
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