Thanks for getting back to us and sharing additional details of your concern, @Bspatt69.
The added parts of your sales transactions and how inventory numbers will show depends on your accounting method. There are two types of accounting methods in QBDT the Accrual Basis and Cash Basis.
To learn more about the difference between Cash and Accrual basis, you can check out this article: Differentiate Cash and Accrual basis. This way, you'll have an idea where those sales transaction will be connected and how inventory numbers will show in the report.
Also, you can set your company preference to Accrual or Cash as your report basis. This way, your report will default to it when pulling it up in the Reports menu.
- Go to the Edit menu.
- Select Preferences.
- Click Reports & Graphs, then go to the Company Preferences tab.
- In the Summary Report Basis section, select Accrual or Cash.
- Select OK.
Feel free to open this guide to further assist you in managing your customer's transactions: Get started with customer transaction workflows in QuickBooks Desktop.
You're always welcome to comment here if you have other concerns. We're here 24/7 to help you in any way. Stay safe and more power!
