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March 29, 2022
Question

Construction Cost To Date Report for each job include filters: Product/Service items/ Amount/ Tax Code just the cost to build so far per job

  • March 29, 2022
  • 1 reply
  • 0 views
Want Product/Service items sales by summary

1 reply

Jen_D
March 30, 2022

I'd be more than happy to help you out with this reporting concern in QuickBooks Online, @accounts-craveho,

 

You can use a Sales by Product/Service Detail report to get the data you need. This is the only report where you can keep track of sold items by job. Here are the steps to do that:

 

  1. Go to the Reports menu and type Sales by Product/Service Detail on the search field.
  2. On the report, click the Customize button.
  3. Tap the blue Change columns link to expand the options.
  4. Update the Report period.
  5. Mark the boxes for Product/Service, Tax Code and Tax Amount.
  6. Press Run report when you're done.
  7. (Optional) Choose Customer in the Group by drop-down.
  8. Then you have the option to export the report to Excel if you want the summary only. Simply click the Export icon beside the report Gear.

 

 

To learn more about customizing reports and basic tasks in QuickBooks Online, check out the following links:

 

 

For other questions about this or other topics concerning our program, feel free to mention me anytime. I'll be right here to help. Have a wondrous day!