Sales History Report

How do I see my sales history?

You can use the Find command in Goldenseal accounting software to locate all sales for a customer, sales of a particular item, or any other detail. To use the Find command, follow these steps:

1. Choose Sales from the Income menu.
2. Choose Find from the Edit menu.
3. Enter the criteria for which you'd like to find (for example, a Customer account).
4. Click the Find button.
5. Goldenseal will find all matching records. Click the browser control to see them all.

To see a simple list of sales during a particular time period, follow these steps:

1. Choose Income from the Reports menu, and choose Sales from the submenu.
2. Enter a date range into the Date Range popup field. You can use a common range such as This Month to Date, or you and choose Custom Range and type in two dates.
3. Click the Update button.

To see a detailed breakdown of weekly sales during a time period, follow these steps:

1. Choose Income from the Reports menu, and choose Weekly Sales from the submenu.
2. Enter a date range into the Date Range popup field. You can use a common range such as This Month to Date, or you and choose Custom Range and type in two dates.
3. Click the Update button.
4. You'll see a list of sales for each week during the selected time period.

To see a breakdown of sales by day or month, follow these steps:

1. Choose Income from the Reports menu, and choose Weekly Sales from the submenu.
2. Enter a date range into the Date Range popup field. You can use a common range such as This Month to Date, or you and choose Custom Range and type in two dates.
3. Turn on the More Details checkbox.
4. Click on the Breakdown popup field, and enter By Day or By Month.
5. Click the Update button.
6. You'll see a list of daily or monthly sales during the selected time period.

Click here for info about some additional sales reports.

Click here to return to sales topics.

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