Sales Summary

The Sales Summary report displays the revenue from each item sold during the report date range. If you are using Central Office at your business, this report also lists the amount of liabilities purchased at another location and redeemed at your location.

Tip: Run the Sales Summary report to verify that your data uploaded to QuickBooks successfully. If you run the MR080: Register Summary report in Millennium, the sales totals that display on the right side of that report should match the totals that display on the Sales Summary report if you select the same date range for both reports.

Notes:

If you are using the Summary mode, sales totals for each product class and service class display on the report along with grand totals for gift certificates, packages, series, and memberships.
If you are using the Complete mode, sales totals for each product, service, gift certificate type, package type, series type, and membership type display on the report.
If items display under Parts - Unknown Item on the report, you need to assign these items to a product/service class in Millennium.

Running the Sales Summary Report

Open your company file in QuickBooks.

Open AccountSync.
Select the location for which to run the report.

Select Reports > Sales Summary.

The Custom Summary Report window opens in QuickBooks with the Sales Summary report displayed. The report shows details for the last date range of transactions uploaded to QuickBooks.

Complete the following as necessary:

View the data for a different data range = Select a new date range and click Refresh.
(Complete mode only) View itemized totals for each employee= Select "Rep" in the Columns field and click Refresh.