Report of Invoices with items separated by inventory part vs. non-inventory part items

DBETHEA · ‎April 09, 2019

I used to have a report when I used Sage that would show the total of commission vs. non-commissionable item sales on an Invoice. So the report would have all the Invoices generated during a particular month and have a column for commission / non commission.

If we sold 1 item at $5 and the freight was $1 because we had our item FRT checked off as non commission, the report would show:

Invoice Commissionable Non commissionable total Invoice

1234 $5 $1 $6

It would be the same if then Invoiced another order that had 2 commissionable items and 1 non commissionable items etc.

If we sold 1 separate commission items at $5 each and freight was $2.

Invoice Commissionable Non commissionable total Invoice

1234 $5 $1 $6

1235 $10 $2 $12

In QB we would need a report that would separate but total together per Invoice inventory parts (as our commissionable) and then all other item types (non-commissionable).

Please advise.

Thank you,

-db

FritzF · ‎April 09, 2019

It's nice to see you again in the Community, @DBETHEA.

I'm here to share some information about the report you'd like to pull up in QuickBooks Desktop (QBDT).

First and foremost, I appreciate you providing complete details. At this time, QBDT doesn't have a report that has a separate column per inventory type and other item types with their totals. However, the closest report that you can try are the sales by sales by item detail or by rep detail as a workaround.

Here's how:

1. Go to Reports menu at the top, then pick Sales and Sales by Item Detail or by Rep Detail.
2. Click Customize Report, then go to the Display tab.
3. Choose your preferred date on the Report Date Range section.
4. On the Columns section, uncheck the unnecessary columns and put a checkmark to Item.

5. Now go to the Filters tab, then on the Choose Filter section, select the following:

Name - All or pick a specific customer.
Item- All or multiple items.

6. Hit OK.

That should get you pointed in the right direction. You can also export it to Excel and customize it from there. For future reference, here's an article that tackles customizing reports in QBDT.

Please let me know how it goes or if you have any additional questions. I'm always here to help you out. Cheering you to continued success.

View solution in original post

FritzF · ‎April 09, 2019

It's nice to see you again in the Community, @DBETHEA.

I'm here to share some information about the report you'd like to pull up in QuickBooks Desktop (QBDT).

First and foremost, I appreciate you providing complete details. At this time, QBDT doesn't have a report that has a separate column per inventory type and other item types with their totals. However, the closest report that you can try are the sales by sales by item detail or by rep detail as a workaround.

Here's how:

1. Go to Reports menu at the top, then pick Sales and Sales by Item Detail or by Rep Detail.
2. Click Customize Report, then go to the Display tab.
3. Choose your preferred date on the Report Date Range section.
4. On the Columns section, uncheck the unnecessary columns and put a checkmark to Item.

5. Now go to the Filters tab, then on the Choose Filter section, select the following:

Name - All or pick a specific customer.
Item- All or multiple items.

6. Hit OK.

That should get you pointed in the right direction. You can also export it to Excel and customize it from there. For future reference, here's an article that tackles customizing reports in QBDT.

Please let me know how it goes or if you have any additional questions. I'm always here to help you out. Cheering you to continued success.

DBETHEA · ‎April 11, 2019

Hi Fritz,

The Sales by item detail worked beautifully!! Thank you!!!!

-db

FritzF · ‎April 11, 2019

You're always welcome, @DBETHEA.

I'm happy to know that those steps help you get the report that you need.

Please post again in the Community should you have any other questions or concerns. I'm always here to answer them. Take care always!

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Report of Invoices with items separated by inventory part vs. non-inventory part items