QuickBooks Point of Sale: Multi-Store Reports and Class Tracking in QuickBooks Financial

 Multi-Store Reports

 Pro – Multiple Stores

 Assuming you use Store Exchanges to share information between stores, Headquarters can run reports for any one store, a selected group of stores, or all stores, while remote stores can only run reports for the activities  at their own store. When running reports at Headquarters, use the ModifyFilters option to specify the store(s) to be included in the report.

 Z-Out Drawer Count Reports are the only reports sent from remote stores to Headquarters. All other company reports ran at Headquarters draw their information from inventory and the transnational history documents  maintained at Headquarters.

 When Headquarters creates transnational documents for another store, that document is not sent to the other store. Inventory for the remote store is updated but the document is not added to the history file at the remote.  These transaction(s) will be included in reports ran at Headquarters, but not in reports ran at the remote store that are based on history documents.

 Reports Unique to Multi-Store Operations

  • Transfer Reports – which detail the movement of merchandise between stores. Available at both Headquarters and remote stores under the Items report category.

  • Store Inventory Summary – located under the Items category, this report provides on-hand merchandise information for all stores. Available at all stores.

  • Store Sales Reports located under the Sales report category, these reports can include summary or item sales information for all stores, and provide store comparisons. These multi-store reports are available only at Headquarters (remote stores have access to all other sales reports for their store).

  • Z-Out Drawer Count Reports – Z-Out Drawer Count Reports are included in the mailbag sent from remote stores to Headquarters. Headquarters can view these reports by selecting view drawer count History from the Reports menu. The reports can be printed or exported to Excel.

  • Profit & Loss (P/L) Reports by Class in QuickBooks – If you also use QuickBooks financial software, you can run P/L reports for each store as well as the entire company in QuickBooks, by assigning a QuickBooks class to each store. Available at Headquarters only.

 Store Tracking and Profit/Loss Reports in QuickBooks

 Pro – Multiple Stores

 If you are integrated with QuickBooks financial software, you can run Profit/Loss (P/L) reports for each store as well as the entire company in your financial software, by assigning a QuickBooks class to each store.

 To generate this report type, you must enable the class tracking preference in both Point of Sale and in QuickBooks financial software and assign a unique class to each store in your Point of Sale company preferences at  Headquarters.

 To enable tracking by class in your QuickBooks financial software:

  1. Select Preferences from the Edit menu.

  2. Select Accounting, and then Company in the Preferences window.

  3. Select the checkbox for Use Class Tracking.

  4. Select OK.


  • During the next Financial Exchange, the classes you assigned to stores in Point of Sale are added to your class list in QuickBooks financial software. As transactions are posted to QuickBooks at Headquarters, QuickBooks categorizes them according to the assigned store classes.

  • You can run a report by class to see the P/L for any store. To see the P/L for all stores run an unclassified report. Refer to your QuickBooks documentation or in-product help for more information about using classes.

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