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Join nowI'm trying to create a sales report summary for our customers that includes products and discounts but not shipping. When I try to customize the report to exclude shipping, it also takes the discounts out. I'm not seeing how to fix this.
Thanks for reaching out to us here today, @REIInc.
I'll share some information about generating a report that'll show products and discounts. While we're unable to get this information in the Sales by Customer Summary report, you can pull up two reports (Sales by Customer Detail and discount quick report) and then filter them to show the products.
To pull up Sales by Customer Detail:
For Sales by Customer Detail:
Next, click the Export icon in both reports. Then, cut and paste the discount column into the Sales by Customer Detail spreadsheet.
For more information about reports, check out these links below.
With the above steps, you're able to view sales report with products and discounts.
Please let me know if you have other questions about reports. I'm more than happy to answer them for you. Take care and have a great day ahead.
Thank you @ShiellaGraceA for the help! This is helpful; however, I'm wondering if there is an alternative solution. We pay commissions to our sales team for certain customer accounts based on product sales less discounts and shipping. Is there another report option that will provide this information without having to combine two different reports?
Hello, REIInc.
Thanks for getting back to us. I do have an alternative to help you get the data you need to ensure you'll be able to determine the commission pay.
We can run the Transaction Detail By Account report, then customize it to exclude the shipping account. We'll also need to filter out the transactions to include only the sales transactions.
Here's how to run it:
As an example, here's what it looks like after before and after applying the filter and report options:
The total amount will change, so this might help us calculate the commissions owed to the sales team.
This article might also help us learn more about the Reports feature: Run reports in QuickBooks Online.
Do you use the Online Banking feature to categorize your sales and expense transactions? We can take a look at this article if you need a guide or two about managing your bank records: Categorize and match online bank transactions in QuickBooks Online.
This thread's still open if you have more questions about managing your reports. If you happen to come across any difficulties while managing your entries, let me know and I'll help you out.
Hello, This is not really applicable to QB Enterprise,
I haven't found a way to do it in another version
Thank you for joining the thread, @Patty6791.
I'll gladly help you figure out how to run a sales report summary that includes discounts and removes shipping fees in QuickBooks Enterprise.
To exclude shipping fees in creating a sales report summary for your customer without removing discounts. You'll need to customize it and manually select the item you want to include in your report.
Here's how:
If you want the same setting of the customized report to be available in the future, you can read through this article: Create, access, and modify memorized reports.
You may also want to know how to organize reports for a better overview of your company's financial behavior, you can visit this link: Combine reports from multiple company files.
If you need additional assistance in running a sales report summary, feel free to post again in the Community or reply to this post. I'll be happy to lend a hand. Have a good day!
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