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Brita2
June 19, 2024
Solved

report to show items, with sales information, sold below retail

  • June 19, 2024
  • 1 reply
  • 0 views

We are looking for a report that shows items sold below retail with sales information.

Best answer by Irene R

I appreciate you returning to this thread and asking for further clarifications in regard to generating the exact report in your QuickBooks Desktop (QBDT), Brita. Let me add additional information to this matter.

 

You can generate the Sales-by-item detail report suggested by my colleague above. After that, by customizing the report and adding extra columns to incorporate sales data with retail pricing or discount prices, we can achieve the report you need.

 

Here's how:

 

  1. Click on the Customize Report located at the top left of the report on the Sales by Item Detail report.
  2. On the Column section, type in Discount Available and put a checkmark on it. It will give you the discounted price of the item you have in your report.
  3. Next, enter the Rate and put a checkmark on the column beside. It gives the option to see the current and previous rates of the item before and after all discounts and taxes.
  4. Once you've done personalizing your report, click OK.

 

 

Furthermore, you can refer to this helpful article for more guidance in discussing reports in QBDT: Customize reports in QuickBooks Desktop.

 

Once you've created a personalized report, you can save its customization. Visit this material to know more about this feature: Create, access, and modify memorized reports.

 

Don't hesitate to add a comment on this thread if you have another inquiry about the report you want to generate for your business in your QBDT. The Community will be at your aid as soon as we get your reply, Brita. Keep safe!

1 reply

L
LouiseG12
June 19, 2024

You can run the Sales by Item Detail report to see items sold below retail price along with sales information in QuickBooks Desktop (QBDT), Brita2.

 

The report will show the retail price, discount amount, and sales price for each item sold. You can identify items sold below retail by comparing the retail price column to the sales price column (amount after discounts).

 

  1. Go to Reports, then choose Sales.
  2. Select Sales by Item Detail.
  3. Click the Customize Report button at the upper-right top.
  4. Check the boxes for Retail Price and Discount Amount under Display columns.
  5. Click OK.

 

Furthermore, you can check this article to learn how you can customize your reports: Customize reports in QuickBooks Desktop.

 

If you have additional concerns about the reports in QBDT. Feel free to click the Reply button below and we'll be here anytime to help.

B
Brita2Author
June 19, 2024

Thank you for the instructions.  However I do not show an area to modify the

sales by item detail report, nor does it have the selections to add retail pricing or discount price while using QuickBooks desktop.

I
Irene RAnswer
June 19, 2024

I appreciate you returning to this thread and asking for further clarifications in regard to generating the exact report in your QuickBooks Desktop (QBDT), Brita. Let me add additional information to this matter.

 

You can generate the Sales-by-item detail report suggested by my colleague above. After that, by customizing the report and adding extra columns to incorporate sales data with retail pricing or discount prices, we can achieve the report you need.

 

Here's how:

 

  1. Click on the Customize Report located at the top left of the report on the Sales by Item Detail report.
  2. On the Column section, type in Discount Available and put a checkmark on it. It will give you the discounted price of the item you have in your report.
  3. Next, enter the Rate and put a checkmark on the column beside. It gives the option to see the current and previous rates of the item before and after all discounts and taxes.
  4. Once you've done personalizing your report, click OK.

 

 

Furthermore, you can refer to this helpful article for more guidance in discussing reports in QBDT: Customize reports in QuickBooks Desktop.

 

Once you've created a personalized report, you can save its customization. Visit this material to know more about this feature: Create, access, and modify memorized reports.

 

Don't hesitate to add a comment on this thread if you have another inquiry about the report you want to generate for your business in your QBDT. The Community will be at your aid as soon as we get your reply, Brita. Keep safe!

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