Sales Reporting excluding Sales Tax and Shipping

jenuneekor · ‎January 12, 2020

Hi! I need to be able to run a report that shows "sales" for our company. We are looking for just the sale price of what a customer purchased, excluding any shipping costs and sales tax on the items or on the shipping. Just purely the sales amount. We need to use this figure to calculate commissions, and also for reporting to our executives. I feel like this should be so simple, but can't figure out a way to do it! Could you please share your best/simplest method for this? Thank you!

Jen_D · ‎January 12, 2020

Hi there, @jenuneekor,

I can share some tips to customize a sales report so you can get the data you only needed. Let's use a Sales by Customer Detail report for this.

Follow these steps to get your work done:

Go to the Reports menu and find Sales by Customer Detail.
Click the Gear icon on the report and unmark the columns you want to exclude. Click on Show More to expand the options.
Update the Report period and the Accounting method.
Lastly, click on Run report.
(Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.

I've attached a few resources to guide you with QuickBooks reports:

Customize your reports in QuickBooks Online.

How to Customize Reports: Basics, Sorting & Date Ranges.

Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance. Have a great week ahead. Take care.

View solution in original post

Jen_D · ‎January 12, 2020

Hi there, @jenuneekor,

I can share some tips to customize a sales report so you can get the data you only needed. Let's use a Sales by Customer Detail report for this.

Follow these steps to get your work done:

Go to the Reports menu and find Sales by Customer Detail.
Click the Gear icon on the report and unmark the columns you want to exclude. Click on Show More to expand the options.
Update the Report period and the Accounting method.
Lastly, click on Run report.
(Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.

I've attached a few resources to guide you with QuickBooks reports:

Customize your reports in QuickBooks Online.

How to Customize Reports: Basics, Sorting & Date Ranges.

Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance. Have a great week ahead. Take care.

jenuneekor · ‎January 13, 2020

Jen D, Thank you so much! I hadn't noticed that I could select "Cash" or "Accrual" at the top, and didn't realize that by utilizing this particular report I could run it and exclude shipping. This is exactly what I needed. Thank you!

jenuneekor · ‎January 13, 2020

Jen_D! I just realized that I actually have one additional question for you. Your solution works perfectly overall. But we sometimes sell products at a discounted rate. So we put in the full amount for the product on the invoice, then use the "discount" function below to designate a percentage or $ value off the total price. I realized that when I run the sales report, for anything discounted it still shows the full price. As we need to pay commissions off of these numbers, we need the actual price paid (so if there was a discount, the discounted price) to calculate.

I looked to see if I could add a column for discount so that when I export to excel I could just see where that's populated and adjust, but I can't seem to figure it out. Any chance you have an idea on this? Thank you!

Sarah Bl · ‎January 13, 2020

Hello, @jenuneekor. Thank you for your feedback.

At this time we are unable to make a filter just by discounts.

I'll pass along your feedback to our Product Team. This way, they can take a look at this suggestion and see how they can add this in the future.

I've also attached the link to The Blog. Here is where you can find any updates to QuickBooks now or in the near future.

It's great to have you in the Community. Don't forget to come back. Happy Monday!

teamlife · ‎March 17, 2021

Good Afternoon, how do i customize the report in Quickbooks Desktop to exclude shipping so we can calculate commission reports easily. I dont have a gear icon on my desktop. We have QB Enterprise and we host it on the Right Networks cloud. THANK YOU!!!

BettyJaneB · ‎March 17, 2021

I hope you're doing great today, @teamlife.

I'd be happy to walk you through how you can customize reports based on the information that you need in QuickBooks Desktop. However, I want to ask if what specific shipping info are you trying to remove? Any further details are much appreciated.

On the other hand, you can exclude the shipping details of your sales transaction by removing them from the Display column of your report.

To do that:

Click on Reports at the top.
Hit on Sales.
Press on Sales by Rep Detail.
Tap on Customize Report at the top.
Refer to the Display tab.
Remove the check-mark to any shipping details that you want to exclude.
Select on OK.

To give you more tips about customizing reports in QuickBooks Desktop, you can always check out this link: Customize reports in QuickBooks Desktop.

Let me know if you have any other question or if you need more help. I'm always her to assist you. Stay safe!

Patty6791 · ‎November 28, 2022

We are in a similar position, our report is customized but it is still adding the freights, It must be done with the item we use to invoice,

Any help is appreciated

Patty

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Sales Reporting excluding Sales Tax and Shipping