From the course: QuickBooks Online Essential Training
Unlock this course with a free trial
Join today to access over 25,600 courses taught by industry experts.
Sales and item reports
From the course: QuickBooks Online Essential Training
Sales and item reports
- [Speaker] Let's talk about sales and item reports. We're going to click on the business overview link and then click on reports and we're going to scroll down and we're going to go to the category that says Sales and customers. In Sales and customers, we're going to see a lot of reports related to customers. We're going to specifically look at a sales by customer summary. So we're going to click on sales by customer summary and see the report. In this report, you see all the sales that we've had during the month of March, which is a total of 12,302. Those sales are broken down based on the specific customer that the sales are assigned to. Now you see the total dollar amounts for each of the customers and you can actually click on those to see more details. If I click on any of those, it's going to take me to a detailed report that shows me all the individual transactions that make up that total dollar…
Practice while you learn with exercise files
Download the files the instructor uses to teach the course. Follow along and learn by watching, listening and practicing.
Contents
-
-
-
-
-
-
-
(Locked)
Reports and journal entries overview17s
-
(Locked)
Understanding basic financial statements13m 45s
-
(Locked)
Sales and item reports3m 58s
-
(Locked)
Exporting reports1m 40s
-
(Locked)
Business overview and cashflow dashboards3m 8s
-
(Locked)
Creating a journal entry and its effect on reports7m 1s
-
(Locked)
Tag reports on transactions8m 27s
-
(Locked)
Detail report and column customization7m 44s
-
(Locked)
Open balance reports5m 30s
-
(Locked)
-