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Jrg1199
Level 1

Sales reports for items by different vendors and types

Our company is about to start using Quickbooks to keep track of some inventory and item sales. One of the things we need to do is run reports on certain types of item sales. These reports include sales of items from certain Manufacturers, and sales of items of a particular "type". For example, we want to run a quarterly report of items we sold that we come from manufacturers A, B, C, D, and E.  We also need to run reports based on what type of item we sold. Items could by Type V, W, X, Y, or Z. (like Vacuums, Washing Machines, Xerox printers, Yogurt Makers, and Zebra Feed). Each of the manufacturers produces all 5 types of items, just different brands.

 

We will need to run a report of what items we sold in a quarter that are produced by manufacturer A, and who each item was sold to so we can send a dividend check to them. I'll also need a sales report of all the Vacuums we sold in a quarter so we can see how that department is doing.  How do I set up all these items properly so that I can run these reports? I looked into Categories and Sub-Categories, but I couldn't find a way to generate Sales Reports by Category with Quickbooks Online. Can anyone help me out?

1 Comment 1
ChristineJoieR
QuickBooks Team

Sales reports for items by different vendors and types

Thank you for visiting us, @Jrg1199.

 

You can use a variety of reports in QuickBooks Online. I'm here to lend a hand.

 

A sales report is typically used to track customer or client information. I recommend the Transaction List by Vendor report. It displays all transactions organized by the vendor. We can modify it to obtain the information you require. Take the following steps:

 

  1. Navigate to the Reports menu. Look for and open the Transaction List by Vendor report.
  2. Select the Customize option. Use the Rows/Columns and Filter section's filters.
  3. When finished, select Run report.

 

If you need to refer to specific transactions, select the Transaction Type from the Filter section, then select the transactions you require.

 

Also, please read this article: Common custom reports in QuickBooks Online It will walk you through the steps of creating a report based on your specific requirements.

 

Additionally, Please see this article for instructions in memorize a report so that you can save it with its current customization settings: Memorize reports in QuickBooks Online.

 

I'm just a few clicks away if you have questions about available reports that you can run in QuickBooks and how it works. You can always tag me in your comments.

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