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Hi, @OXUSA. Thank you for reaching the Community. I've come to help you generate a report with sales by price data in QuickBooks Desktop.
For this matter, you can pull up a Sales item by Summary report. This way, you can modify it to determine the percentage of retail vs. wholesale sales for a given time period. Let me guide you on how:
- Go to the Reports menu and then select Sales.
- Choose Sales item by Summary report.
- Click Customize Report.
- Modify the report according to your needs.
- Click OK.
From there, you can consider checking out this guide here to export the report to the excel file so you’re able to manipulate the data within it. Here’s how:
- Open Sales item by Summary report.
- Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.
- To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
- Select Export.
Check out this article for further details about managing memorized reports in QBDT: Create, access and modify memorized reports.
Also, if you run into issues opening the memorized reports, you can refer to this article for ways to fix it: The memorized report does not open or opens a different report.
Find out more about managing reports in QuickBooks Desktop through the following articles:
Please let me know if you need clarification about reports in QBDT or if there's anything else I can do for you. I'll be standing by for your response. Have a great day and stay safe.
