Special Report for Sales Under Certain Gross Margin

Thanks for posting your concern here, Violet.

I'm here to provide you some insights about QuickBooks Advanced Reporting.

In QuickBooks, the reports only show a profit margin of 100%. Please know that the program will always separate the quantity and sales for inventory and assembly items.

Let me share some tips on how to find the right data to use on your reports.

• On any report , right clicked and select Properties. This adds new columns or data to a report.
• When you add a new expression or dimension, you'll see options for Tables and Fields.
• Match the correct information on the table or column you want to see in report. If you want to see Transactions, then select the Transaction table.

I encourage you to get in touch with our Customer Support Team, to verify if  QuickBooks Advanced Reporting is available in QuickBooks Enterprise Suite. Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Enter your concern on the search box.
5. Follow the on-screen instructions and confirm.

Additionally, I recommend  these articles below to help you speed up the reporting process in the program:

• QuickBooks Advanced Reporting (QBAR) FAQs
• Memorizing this report
• Customizing reports

For further details, you can refer to this article: Small Business: How-To Calculate a Gross Profit Margin.

I'll also be adding this article as your future reference about Advance Reporting: Install and use QuickBooks Advanced Reporting

Let me know if you have any other concerns or questions while working in QuickBooks. I’m always ready to help you. Have a great day.

The goal isn't to show the profit margin necessary it is to eliminate sales with a small profit margin from the report. In essence to only show sales that are over a profit margin of let's say 25%. They have a calculation they need to make and they need to only include sales with a larger profit margin.

They have already purchased advanced reporting so I know it is available. I just don't know if that type of report is something that can be created in advanced reporting.

Thanks for the suggestions but these links only provide the most basic information. I am a CPA and a QuickBooks Proadvisor so I'm already very familiar with the basic information provided. I'm looking for a more advanced solution as the basic ones won't work. I'd also love to see some ProAdvisor training or more detailed information on the advanced reporting. Something that goes beyond the links that are available online. I've already done a deep dive through them. 

I've also talked to customer service before on the Proadvisor line and no one can help me with the advanced reporting questions (I've tried many times). This is why I posed this question to the message board hoping another QB Proadvisor might know.