Customizing QuickBooks for Promotional Products Distributors
Question: Are there any reports in QuickBooks that are designed specifically for the ad specialty industry?
Answer: Unfortunately, there are no ad specialty-specific reports, but all of the reports on QuickBooks can be customized. And some have been put to good use by distributors.
If you have loaded QuickBooks Premier specifying the Manufacturing and Wholesale Edition, go to “Reports,” then “Manufacturing and Wholesale Reports,” and check out these reports:
- Sales by Product
- Profitability by Item
- Open Sales Orders by Item
Under “Reports,” then “Purchases.” You might want to take a look at:
- Purchases by Vendor
- Purchases by Item
There is also a “Reports,” then “Contributed Reports,” which is where other QuickBooks users have shared their custom designed reports, which can be further customized.
Please email accounting questions you would like considered for the column to firstname.lastname@example.org with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.