POS monthly sales report

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Q: How do I get a monthly report of my POS sales for my accountant?

 

Go to the Transactions tab view (on the far right), click Summary Options, select "Monthly" for summarize period, then click the "Filters" button, select "Last Month" from the Dates drop-down, click OK, then click the "Inventory Sales, by Amount" button in Quick Reports.

 

Of course you can do any date range, this is just an example for last month's sales.

 

If you want a report of overall sales, not just POS sales, then use the Quick Report "Receipts by Category" or "Charges by Category" (depending on when you want sales recorded -- when they pay or when the charges are applied).

 


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