23 Nov Sales Reports
Sales Reports
In addition to the cash detail report we profiled in a newsletter article a couple of weeks ago, FLEXquarters Solutions has made several new sales reports available at no charge to our subscribers to work with the QDataViewer product. In addition, they have made a free 30-day trial version of the product available through us. If you already have the viewer, add the reports to your cart, view the cart and check out. You will receive an e-mail to download the reports which then you can import into the QData Viewer.
The sales reports available include: sales by state; sales by customer type; sales by postal code; sales by city; sales based on the ship to city; and sales based on the ship to state. We were excited for these reports for a variety of reasons, but most significant was an easy way to calculate sales volume for city license renewals and sales volume to show when a new sales person should be added to handle the area. These reports use the address fields on the invoice and sales reports so there is no need to capture custom fields or create custom reports. See a sample of the sales by city report.
The tool is very easy to use. Install the tool, open the QuickBooks data file, import the report, create the report, print or export the report. That is all there is to it.
QuickBooks data is retrieved into the QData Viewer tool for report manipulation for version 2002-2004 for Pro and higher products. Several “standard” reports come with the tool. I have found this to be a useful tool that can have affordable custom reporting created to work with it. For example, a report to pull items from all warehouses sold and totaled by quantity, or only the items that were sold for zero dollars, the average cost added to the report to create an extended value for use tax calculations, just to name a few. If it is in QuickBooks and the code has been released by Intuit, it is quite possible this tool can provide an automated solution for creating reports with a couple of simple steps.