QuickBooks POS: Create a Report

We’re going to talk about creating a report, now there are a lot of reports for QuickBooks Point of Sale that comes right out of the box. Often times you have something specific in mind that you want to find out in QuickBooks Point of Sale. So you are going to need to create your own report. First, you must have a basic idea of what kind of report that you want to do. Here’s how:

1. For our guide, we’re going to make an Item List Report as sample and also to make this guide simple. First we go to “Reports” → then “Items” → click on “Items List”.

1. It will start processing all the items in your inventory.

1. After processing all your items, click on “Modify” to start customizing your report.

1. In the Modify window, you will have options on what you want to customize.

1. The first two options is going to be considered as the most important options since this will allow you to add and remove columns on your list and also to filter data for specific things that you want to get.
2. In “Add or Remove Columns”, aside from adding and removing, you can also sort them by groups and create a subtotal for that group. In this sample we’re going to add the column “Vendor Name” and sort them also by Vendor Name. Then create a subtotal for the Vendor Name field.

1. After clicking “Save”, click “Run” for QuickBooks Point of Sale to process the added changes.

1. On the item list, you can see the changes that we added to our item list. We have the Vendor Name Column, sorted by Vendor name and a Subtotal for each Vendor.

1. So now that you have customized your list, we can now proceed on how to filter out the specific data that you need out from the list. By clicking on “Modify” (step 3), then select “Filter Data”.

1. To filter the data, select the Field that you wanted to be filtered. For this guide we’re going to select Quantity and only filter quantities above 0 (Zero).

1. Click “Save” then “Run” to process the changes. Now you will have a list of items only with On hand quantities of above zero.

1. So this is how to create a report in QuickBooks Point of Sale. This guide can also be applied when creating a report for your sales, employees and customers.

Original Article: https://blackrockbusiness.com/quickbooks-pos-create-a-report/?feed_id=2525&_unique_id=613da75f48c41