HELP - Reports: How do I?

  • Thread starter Robert Worcester
  • Start date

R

Robert Worcester

I want to find out how much of my sales last year were paid with
credit cards.

I use two kinds of sales formats: Invoices, and Sales Receipts.

I use the "payment method" (choosing cash, check, amex, discover,
mastercard, or visa), on each "sales receipt" or "customer payment"
record.

Once upon a time, I though I did it this way, and it worked:

I clicked on "Reports," "Sales," "Sales by rep summary."

Changed the date to "last fiscal year."

This produced a report for all my sales and subtotals for each sales
rep.

Then I chose "Modify Report," "Filters," "Payment Method," "Selected
Payment Methods," which opened a window that allowed me to choose:
amex, discover, mastercard, and visa.

When I click ok, the sales report comes to zero.

If I choose "all" the payment methods the report comes to zero.

I have chosen "rebuild data" and "verify data," and now those choices
are grayed out.

I have QBPro 2002. Has Intuit turned off my report functions to
coerce me to upgrade?

Your assistance would be deeply appreciated.

TIA

Robert
 
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G

Golden California Girls

Robert said:
I want to find out how much of my sales last year were paid with
credit cards.

I use two kinds of sales formats: Invoices, and Sales Receipts.

I use the "payment method" (choosing cash, check, amex, discover,
mastercard, or visa), on each "sales receipt" or "customer payment"
record.

Once upon a time, I though I did it this way, and it worked:
You did something else.
I clicked on "Reports," "Sales," "Sales by rep summary."

Changed the date to "last fiscal year."

This produced a report for all my sales and subtotals for each sales
rep.

Then I chose "Modify Report," "Filters," "Payment Method," "Selected
Payment Methods," which opened a window that allowed me to choose:
amex, discover, mastercard, and visa.

When I click ok, the sales report comes to zero.
As it should.
If I choose "all" the payment methods the report comes to zero.
As it should.
I have chosen "rebuild data" and "verify data," and now those choices
are grayed out.
All windows must be closed or they are grayed out.
I have QBPro 2002. Has Intuit turned off my report functions to
coerce me to upgrade?

No.


Your assistance would be deeply appreciated.

TIA

Robert
Why don't you do a advanced find on type of transaction payment and kind credit
card?
 

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