Tracking sales per venue

MarthaCR · ‎December 22, 2020

I need a method to track sales by venue and item. The owner wants to see how much income each venue produces and what the top sellers are in each. It doesn't seem like an odd thing to ask, but am finding it difficult to set up. I first thought to set each venue up as a sales account but found no way to assign the sale to separate accounts. Then thought to use classes, but can't set up the sales receipt template with classes as the default. Then was told I need to set up each item multiple times to create a separate item for each venue even if it is the same actual item. So if I sell Item A in 10 venues, then I have to set up that individual item 10 times. That seems like a crazy amount of unnecessary work. Is there not another way?

MacOS 10.14 QBDT 2020

Martha

Rasa-LilaM · ‎December 22, 2020

Thanks for visiting the Community, MarthaCR.

I see the need of having all your sales tracked efficiently per item and venue.

Based on your needs, you can consider using a third-party app to help save time. The App Center has all kinds of apps to choose from. From there, you can browse to get a better comparison of each one and see if it meets your needs.

For future reference, let me share this guide that contains resources to help efficiently perform tasks in QuickBooks: Get started.

Feel free to visit the Community again if you need help with QuickBooks. I’ll be around to assist further. Wishing you and your business continued success.

Rasa-LilaM · ‎December 23, 2020

I’m here to make sure everything is taken care of, MarthaCR.

May I know if you’re able to find an app that will help you track sales by venue and item? Please know it's my priority that you can seamlessly track your sales.

Feel free to leave a comment below if you have any clarifications or questions. I’m always ready to lend a helping hand. Happy Holidays.

MarthaCR · ‎December 24, 2020

No, I have not figured this out. I have never used outside apps on my Mac and don't know how to do it. I am astonished that with all of QBDT capabilities, you have not figured out a way to do this. It seems like such a basic business inquiry that all businesses would want to do.

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