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RickW
Level 2

Sales Report Issue

I am trying to figure out our top 50 sellers from August through today. The problem I keep running into is that all the sales reports seem to only pull sales that were invoiced. I need to be able to run a report that will show me all items on sales orders - invoiced or not - over the past six months.

 

Anyone have any idea how to accomplish this?

 

Thanks in advance,

 

Rick

Solved
Best answer January 24, 2019

Best Answers
qbteachmt
Level 15

Sales Report Issue

Sale by Item or Sales by Customer reporting is fine. Pay attention to Cash or Accrual Basis. If you want Orders, not Sales, that is different; you can filter on Posting Status = Non-Posting = SO only. If you want Posting Status = Both, you just Double-reported a whole lot of things.

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3 Comments
qbteachmt
Level 15

Sales Report Issue

Sale by Item or Sales by Customer reporting is fine. Pay attention to Cash or Accrual Basis. If you want Orders, not Sales, that is different; you can filter on Posting Status = Non-Posting = SO only. If you want Posting Status = Both, you just Double-reported a whole lot of things.

View solution in original post

RFDWife
Level 1

Sales Report Issue

So, it sounds like you are saying there is no way to pull a report with both open sales and invoiced sales and get accurate numbers, is that correct?  It seem to me that if an order has been invoiced (posting) then it shouldn't also show as open (non-posting).

donpaton
Level 1

Sales Report Issue

They are two different things:  in the accrual accounting world nothing is actually "sold" until it is invoiced (posted).  You would need to take two reports into a spreadsheet to put them together and get the results you want. 

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