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Join nowI'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.
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:
Reach out to us if you have any other questions. I'm here to help out. Wishing you a good one.
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?
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:
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!
Kendra,
My examples were from an export TO Excel from POS. It is from the Sales Detail report.
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