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Brian Abrahart
May 31, 2024
Question

Cost of goods and invoices

  • May 31, 2024
  • 1 reply
  • 0 views

I am doing some reporting from QB Online Using Power BI. I use the Quickbook connector in Power BI to get data. I can not find the following info:  Cost of sales at the line level (per transaction per item). The sales by item/service summary report does give COS but not on transaction level. As COGS is updated over time, QBO must store the COGS against the invoice data, and I can see a margin in some QBO reports so the data exists, but how can I find where it's stored to export it to Power BI?  The Sales by item summary report does not have COS at all. Does someone know where or how I can get the required data (sales transactions with all the normal data of date, Customer ID, Item ID, qty, Unit price plus COS? Maybe an API that can help or combination of different tables?

1 reply

M
MelroseV
May 31, 2024

Thank you for the detailed information regarding your concern, Brian. I assure you I can provide the exact report that you need in QuickBooks Online (QBO).

 

In QBO, we can pull up the Transaction List with Splits report. To see the specific details you want to show in one report. All you need to do is customize it.

 

Here's how:

 

  1. At the left navigation panel, select Reports.
  2. Type Transaction List with Splits in the search field.
  3. Select Customize and modify the dates.
  4. Under Rows/Columns, click the Change columns link, then place a checkmark next to the information you want to see.
  5. You can also go to Filter to decide which data you want to view.
  6. Once done, click the Run report.

 

Additionally, you can print, email, and export the report to save it for future reference. You can also memorize it, so you won't have to do the customization process. 

 

Whenever you need my assistance regarding the Transaction List with Splits to show the date and payment source, I'm here to back you up. Stay safe!

B
Brian AbrahartAuthor
May 31, 2024

Thanks for the quick response. The report shows what I need but is there any way I can locate the data in a table so I can use it in in Power BI via the QB connector?

J
Jelayca V
May 31, 2024

I appreciate your thoroughness in seeking out the necessary data, Brian. Let me route you to the appropriate support to help you with your API concerns.

 

I recommend posting your concern in our Intuit Developer forum. They handle API-related concerns, software integrations, and developer-licensed-related concerns. This way, Intuit Developers can provide you with more details on how to locate data within a table for use in Power BI.

 

Here's how you can get the help you need:

 

  1. Go to this link: https://help.developer.intuit.com/s/.
  2. On the home page, select the QuickBooks Online tile.
  3. Press the Ask Question button.
  4. Log into your existing Intuit Developer Account or create a new one.
  5. Enter your concerns and click the Ask button.

 

Additionally, you can check out this article to learn how Intuit Developer works: Intuit Developer Get Started.

 

Furthermore, you can memorize reports in QuickBooks to avoid the need to go through the customization process again.

 

You can always add a reply to this thread if you have further questions about reports in QuickBooks Online. We'll be here to help. Have a good one.

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