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May 25, 2022
Question

Does quickbooks online have a report that can show me sales by day? I need to check my sales by day or week so I can see the sales trend for example for Mondays by week.

  • May 25, 2022
  • 1 reply
  • 0 views
Or, if the data can be exported I can do the analysis in excel.

1 reply

May 25, 2022

Hi there, @jpcelestian.

You can generate a sales report to show daily sales trends in QuickBooks Online.

Let's pull up and customise your Sales by Product/Service Summary report to display a list of sales activity per day within a week or a week within a month. I'll show you how.

 

  1. Go to Reports.
  2. Enter Sales by Product/Service Summary in the Search text area.
  3. Open the report shown in the suggestion.
  4. Select Customise.
  5. Under the Report period and Columns menu, select each option base on how you want to display your report:
    • Report period: This week - Columns: Days
    • Report period: This month - Columns: Weeks
  6. Click Run report.

 

Now you're able to see your sales activity in QuickBooks. Kindly read this article to learn more about how to get the most out of your financial reports: Customise reports in QuickBooks Online.

 

And yes, you're able to export a report to a new Excel file to choose the specific target of data to display. Use this article for reference: Export Reports to Excel from QuickBooks Online.

 

Aside from customising them, you're also able to generate other data based on the financial status you need. Here are the references you can use: Create and manage reports in QuickBooks Online.

 

If there's anything else that I can help you with aside from generating a sales report, please let me know by tagging, , in the comments below. I'll be around and ready to help. Take care, @jpcelestian!