Skill: Sales by Department Report

Generate a sales report from QuickBooks Online grouped by department, with configurable date ranges, accounting methods, and department filters.

The Sales by Department Report skill generates a QuickBooks report that breaks down sales revenue by department (also known as “Location” in some QuickBooks configurations). This helps agents answer questions about regional performance, divisional revenue, and departmental sales trends.

Parameters

Parameter	Type	Required	Description
`start_date`	`string`	No	Start of the reporting period in `YYYY-MM-DD` format. Defaults to the beginning of the current fiscal year.
`end_date`	`string`	No	End of the reporting period in `YYYY-MM-DD` format. Defaults to today.
`accounting_method`	`string`	No	Either `Accrual` or `Cash`. Defaults to the company’s QuickBooks preference.
`department`	`string`	No	Filter the report to a specific department by QuickBooks department ID. If omitted, includes all departments.

Note

QuickBooks uses “Department” and “Location” interchangeably depending on the company’s configuration. This skill works with both — the underlying data source is the same.

Example usage

“How are sales split across our departments this year?”

The agent would invoke this skill with:

start_date: 2026-01-01
end_date: 2026-03-18

Or for a specific department:

“Show me West Coast sales for Q4 last year.”

The agent would invoke:

start_date: 2025-10-01
end_date: 2025-12-31
department: 789

Response structure

The skill returns a report grouped by department, with each row containing:

Department name — the department or location name.
Sales amount — total revenue attributed to this department.
Percentage of total — this department’s share of total sales.

The report includes a total row and may include an “Unspecified” row for transactions not assigned to any department.

Tip

If the “Unspecified” category is unexpectedly large, it usually means transactions are being created without a department assignment. This is a common data quality issue that the agent can flag to the user.