Reports

Q&A with Will English

Q: How do you look at a previous year’s gross receipts in POS?

A: Easiest way is to run a Z-Out store close and change the dates to the previous year.  It will show gross sales, returns, net, discount, etc. If you need more information and additional help, please contact us.

We cover many QuickBooks POS topics such as running the Z-Out Drawer Count report, processing end of the day procedures, etc. in our QBPOS Store Operations Handbook. Learn more here. You can order in our webstore or contact us.

Q: Is there a way to combine departments in a report? We are a Garden Center that sells plant materials as well as mulch, soil and rock. I want to generate a report that summarizes all plant sales vs mulch, soil and rock. Plant departments are items like annuals, grasses, ground cover etc. I need to combine all of the plant departments into a category called “Plant Materials” and the mulch, soil rock etc into one category. 

EMS: Not really. Had we consulted with you we would have advised to set up your departments starting with Plant Mat:Annuals, Plant Mat:Grasses, etc.  In this way, they would be all together for easy grouping.  You can sort of do what you want by using Department Codes.  Codes are no longer required and do not need to be unique.  Therefore, you could put the code PLA in all of the departments that are your plant materials departments.  In this way, you can filter by the dept code