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December 24, 2022
Question

Can the Sales by Donor Detail report be created in Simple Start (QB OL)? Invoices incl qty, sale price and amount. I no longer see quantity in the detail reports.

  • December 24, 2022
  • 1 reply
  • 0 views
I see Sales by Member Summary in the reports availability  but not Sales by Member  Detail.

1 reply

JoesemM
December 24, 2022

Hello there, @69N LLC.

 

Let me share some insights about running sales reports in QuickBooks Simple Start.

 

Yes, you're right. You can only see the Sales by Member Summary in your reports menu. Also, 

running the Sales by Donor Detail report is unavailable in QuickBooks Simple Start.

 

That said, I'd suggest upgrading your Simple Start service to QuickBooks Online Essential, Plus, or the Advanced version. These versions will show the Sales by Donor Detail report that includes invoices, quantity, sales price, and amount.

 

Before changing your plan, I'd first suggest visiting this website: QuickBooks Online (QBO) Plans. This link lets you view the comparison and pricing chart between the online versions of QuickBooks.

 

When you're ready, you can upgrade your subscription. Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Select Billing & Subscription.
  4. From the QuickBooks section, select Upgrade.
  5. You'll be presented with options for upgrading, along with features and pricing. Select Upgrade for the product you want.
  6. If prompted, enter payment information.
  7. Confirm the upgrade and new billing rate. Then, select Confirm Upgrade.

 

For additional information, you can refer to this article: Upgrade your QuickBooks Online subscription.

 

Once done, you may open these references that will guide you in running reports and how to customize them:

 

 

Please know I'm always available here for all of your QuickBooks needs. Thanks for being a part of the Community, wishing you continued success.