How do I create weekly sales order list showing customers, sales items, and quantities ordered?
Hello @thomsonanne
This can not be done directly in QuickFile.
The inventory items were added as a means of speeding up data entry rather than something that can be reported on.
You could however put this type of report together from your Sales_Invoice and Sales_Invoice_Items csv files in your backup.
Thanks Steve. That won’t really fulfill our need for an orders report as the back up is always likely to miss recently posted transactions?
Anne
Hello Ann
A backup can be requested at any time via
Account settings > All Settings > Monthly Backups > “Run Now” option
Backups are usually emailed to you within a few minutes (depending on data size) and would include all your data.
Thank you Steve.
I was noting this comment on the backups I get.
Backups are extracted from our own internal database snapshots and may not contain data entered within the last 12 hours.
Is this not correct then? Anne
Hello @thomsonanne
Backups are extracted from our own internal database snapshots and may not contain data entered within the last 12 hours.
Sorry that is correct.
Recently posted transactions to me means yesterday.
It depends on how you use the software and what your report requirements are.
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