Detail Report for Item Sales in POS

AGibbens · ‎February 03, 2020

I'm trying to pull a report from POS about which item was sold on which day (and time). Fields to include are date, skew, item name, department and price. So far I can pull sale by day, but not the items that were sold on that day or I can pull which item was sold on a day, but not break that by date. As I'm analyzing several years of information, I would like a comprehensive report instead of pulling each day for the last three years. I realize that the run time for the report will be extensive but I can set it to run over a weekend when we are not open to the customers.

Junife_I · ‎February 04, 2020

Thank you for reaching out to us, @AGibbens.

I'm happy to show you how to run the report in QuickBooks Point of Sale. Let's pull up the Sales Detail report and add the Time column.This will show you the items sold for a specific period and time.

Log in to your QuickBooks Point of Sale and perform the following:

Click on Reports at the left pane.
Tap on All Reports from the Report Center.
Under Sales, click on Detail
On the report's page, click the Modify button
Under the Modify a Report window, put a check-mark on Time to add it on the report. You can also add more columns if you wish to.
Hit on Save, then Run.
Customize the reporting period, then select Apply date range.
Click on the Refresh button to refresh the page.

Reach out to us if you have any other questions. I'm here to help out. Wishing you a good one.

AGibbens · ‎February 05, 2020

I've been playing with the Sales Detail report and it fails significantly when exported. This is what is sent to Excel:

8	12/10/2019	3:40:22 PM	Sales Amazon
	2008	General Hobby	3507AT Liq Cement Applicator 1	TES3507AT	2	5.50
	26366	General Hobby	Walthers Goo - Goo Tube 1oz	W04299	1	4.80
	145026	Toys	3424 KITE LINE-30LB 500' SPOOL	ITB-3424	1	7.99
	2005	General Hobby	TES3502XT Liq Plastic Cement	TES3502XT	1	6.50
	134387	Tools	PASR-75 AIR RGLTR FLTR & GAUGE	PASR-75	1	21.61
	26378	General Hobby	BSI - MAXI-CURE 1/2 OZ.	BSI111	1	5.99
	105037	R/C Planes	GPMP3001 After Run Engine	GPMP3001	1	6.15
1	12/10/2019	4:32:53 PM
	170147	Toys	FTY88 SS 24CT GP CLAMSHELL	MTTFTY88	1	7.95

If I apply a filter or sort the list I lose the relationship between the date and time and the items sold. What I need is this:

2008	General Hobby	3507AT Liq Cement Applicator 1	TES3507AT	2	5.50	12/10/2019	3:40:22 PM	Sales Amazon
26366	General Hobby	Walthers Goo - Goo Tube 1oz	W04299	1	4.80	12/10/2019	3:40:22 PM	Sales Amazon
145026	Toys	3424 KITE LINE-30LB 500' SPOOL	ITB-3424	1	7.99	12/10/2019	3:40:22 PM	Sales Amazon
2005	General Hobby	TES3502XT Liq Plastic Cement	TES3502XT	1	6.50	12/10/2019	3:40:22 PM	Sales Amazon
134387	Tools	PASR-75 AIR RGLTR FLTR & GAUGE	PASR-75	1	21.61	12/10/2019	3:40:22 PM	Sales Amazon
26378	General Hobby	BSI - MAXI-CURE 1/2 OZ.	BSI111	1	5.99	12/10/2019	3:40:22 PM	Sales Amazon
105037	R/C Planes	GPMP3001 After Run Engine	GPMP3001	1	6.15	12/10/2019	3:40:22 PM	Sales Amazon
170147	Toys	FTY88 SS 24CT GP CLAMSHELL	MTTFTY88	1	7.95	12/10/2019	4:32:53 PM

Any suggestions?

Kendra H · ‎February 05, 2020

Hi there, @AGibbens.

I'd be glad to assist you with getting your format corrected in Point of Sales.

Since you're having difficulties importing specific columns from your spreadsheet, verify that the column cells are formatted corrected to work with the Data Import wizard.

For an easy import using Excel, let's make sure to take note and do the following:

There should be no dashes in empty excel fields.
Remove empty rows and columns.
Delete hidden columns.
Don't use formulas, hyperlinks, and special characters (@,#,$,%,&,*).
Use "Clear Contents" instead of deleting information separately.

Also, once you've made sure it's ready to import, navigate the spreadsheet and make sure to use the Page Up and Page Down keys on your keyboard instead of scrolling with your mouse.

I'm providing this link as well with some additional information about Point of Sales: Point of Sale: Import and Export

Please let me know if the information above does the trick. Thank you for reaching out to the Community. Have a safe and productive rest of your week!

AGibbens · ‎February 05, 2020

Kendra,

My examples were from an export TO Excel from POS. It is from the Sales Detail report.

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Detail Report for Item Sales in POS