Skip to main content
Z
Zzxy
December 13, 2021
Question

how to: monthly sales summary report for SKU organized by customer accounts

  • December 13, 2021
  • 1 reply
  • 0 views

We run a food wholesale & distribution company and we're new to QuickBooks. There is a specific report that our managers requested that is available on our old invoicing software, and we can't quite figure out how to generate that report in QB.

 

Our company carries over 2000 SKUs, and we have a Procurement Team dedicated to sourcing these products and keeping them in stock. To forecast customer demands for a specific SKU, how can we customize a report to look at historical monthly sales summary for that specific one product code, organized by customer accounts?

1 reply

T
Trish_T
December 14, 2021

Hi Zzxy,

 

It's great to see you reaching out to Community.  Welcome!  Having the ability to review the historical sales summary by product code and customer accounts in one report is a great way to save time.  QuickBooks Desktop has the customization options you need.  I'd be happy to point you in the right direction!

 

Here's how to run the report:

 

1. Select Reports from the menu and then Sales from the list

2. Open Customize Report and enter the desired Date range

3. From the Columns sections, checkmark Date, Name, Item and Qty

4. Choose Item detail from the Total by dropdown

That's it!

 

Please don't hesitate to reach back out if you have any other questions.  We'd be glad to assist!

 

 

Terms & ConditionsAccessibility statement