Hello, cagey87. I am here to help you pull up other reports to track your sales promotion.
We can run a Sales report. This report summarizes your business's sales activities over a specific period. It helps you analyze and track your sales performance, identify trends, and make informed business decisions.
The sales report typically includes information such as:
- Total sales: The total amount of sales generated during the specified period.
- Sales by customer: Breakdown of sales by individual customers or customer groups.
- Sales by product or service: Breakdown of sales by specific products or services.
- Sales by date: Data are organized by date, which allows you to analyze sales patterns over time.
- Sales by payment method: Breakdown of sales based on different payment methods, such as cash, credit card, or check.
- Sales tax collected: Information on the sales tax collected on your sales transactions.
These reports can be customized to include additional details or filters based on your specific reporting needs. QuickBooks Desktop provides various pre-built sales reports, and you can also create custom reports to suit your business requirements.
To generate a sales report in QuickBooks Desktop, you can navigate to the Reports menu, select the Sales section, and choose Sales by Item Summary. Then, we can customize the report under the Filters drop-down menu on Account and choose Sales Promotion.
Moreover, you can refer to this article about customization: Customize reports in QuickBooks Desktop.
Check out this article for additional information about reports available in QBDT: Understand reports. It has a detailed explanation of how QBDT generates reports.
Please let me know if there's anything else that I can help with your reports. I'm always here to assist. Have a wonderful day.
