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Level 1

Running reports

Hello. Hoping someone can tell me how to run a report for one thing but shows all customers who has had that one item for the past year. Example: I run a pool and spa company and would like to run a report that shows everyone who had a pool opening done in 2020 and then run another for all who had a pool closing done. Is there a way to do this for that or not? I have tried looking everywhere online and in QB and can not figure it out. I am running QB Desktop Point of Sale 18.0 Pro Level

Thank you

1 Comment

Running reports

Hi there, PoolGuy23.


To show the data that you need, you can run the Inventory Summary with Activity report. It will post a summary of current inventory which include sales, receiving, and purchasing activity.

  1. Go to the Reports menu at the top. 
  2. Tap All Reports tab.
  3. In the left menu, click Items
  4. Choose Summary With Activity.

To know more about QuickBooks Desktop Point of Sale, see this user guide.


If there's anything else that you want us to help, let me know. I'll be happy to further assist. Have a great day.

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