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July 9, 2022
Question

Can i run a report based on a line item on invoices to figure out what was received per week?

  • July 9, 2022
  • 1 reply
  • 0 views
for example if the invoices show 38 pallets received on each invoice , is it possible to find out how many pallets or merchandise was in stock per week?

1 reply

July 9, 2022

It's an honor to handle your concern for today, jerry-conquernat.

 

QuickBooks Online doesn't have the specific report for invoices base on line item. However, I can share with you the closest fit to your needs.

 

You can run the Sales by Product/Service Details report. This will show  your sales, grouped by product or services and other information like transaction type, quantity, rate, amount, and totals.

 

Here's how to run the report:

 

  1. Go to Reports.
  2. Enter Sales by Product/Service Details in the search bar.
  3. You can also use the Customize button to filter other necessary details.

Otherwise, you may consider exporting your report to Excel or as a PDF file. This way you can customize the information you want in the report.

 

From the report, just click the Export icon and choose Export to Excel or Export as PDF. See screenshot your a better view:

 

I have some additional articles about managing a wide range of reports in QBO:

You can always get back here whenever you need help with managing reports in QBO. I'll be around to help. Wishing you a great day ahead!