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jenuneekor
Jan 12, 2020 6:18 PM UTC
Solved

Sales Reporting excluding Sales Tax and Shipping

Hi! I need to be able to run a report that shows "sales" for our company. We are looking for just the sale price of what a customer purchased, excluding any shipping costs and sales tax on the items or on the shipping. Just purely the sales amount. We need to use this figure to calculate commissions, and also for reporting to our executives. I feel like this should be so simple, but can't figure out a way to do it! Could you please share your best/simplest method for this? Thank you!

Jen_D
Jen_DAnswer
Jan 12, 2020 8:08 PM UTC

Hi there, @jenuneekor,

 

I can share some tips to customize a sales report so you can get the data you only needed. Let's use a Sales by Customer Detail report for this.

 

Follow these steps to get your work done:

 

  1. Go to the Reports menu and find Sales by Customer Detail.
  2. Click the Gear icon on the report and unmark the columns you want to exclude. Click on Show More to expand the options.
  3. Update the Report period and the Accounting method.
  4. Lastly, click on Run report.
  5. (Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.

I've attached a few resources to guide you with QuickBooks reports:

 

Customize your reports in QuickBooks Online.

How to Customize Reports: Basics, Sorting & Date Ranges.

 

 

Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance. Have a great week ahead. Take care.

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7 replies

Jen_D
Jen_DAnswer
Jan 12, 2020 8:08 PM UTC

Hi there, @jenuneekor,

 

I can share some tips to customize a sales report so you can get the data you only needed. Let's use a Sales by Customer Detail report for this.

 

Follow these steps to get your work done:

 

  1. Go to the Reports menu and find Sales by Customer Detail.
  2. Click the Gear icon on the report and unmark the columns you want to exclude. Click on Show More to expand the options.
  3. Update the Report period and the Accounting method.
  4. Lastly, click on Run report.
  5. (Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section.

I've attached a few resources to guide you with QuickBooks reports:

 

Customize your reports in QuickBooks Online.

How to Customize Reports: Basics, Sorting & Date Ranges.

 

 

Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance. Have a great week ahead. Take care.

    jenuneekorAuthor
    Jan 13, 2020 4:04 PM UTC

    Jen D, Thank you so much! I hadn't noticed that I could select "Cash" or "Accrual" at the top, and didn't realize that by utilizing this particular report I could run it and exclude shipping. This is exactly what I needed. Thank you!

      jenuneekorAuthor
      Jan 13, 2020 6:51 PM UTC

      Jen_D! I just realized that I actually have one additional question for you. Your solution works perfectly overall. But we sometimes sell products at a discounted rate. So we put in the full amount for the product on the invoice, then use the "discount" function below to designate a percentage or $ value off the total price. I realized that when I run the sales report, for anything discounted it still shows the full price. As we need to pay commissions off of these numbers, we need the actual price paid (so if there was a discount, the discounted price) to calculate.

       

      I looked to see if I could add a column for discount so that when I export to excel I could just see where that's populated and adjust, but I can't seem to figure it out. Any chance you have an idea on this? Thank you!

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