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T
TDK Ewusi
September 14, 2021
Question

Item Group Inventory and Sales Report

  • September 14, 2021
  • 1 reply
  • 0 views

Please how can I get Item Group Inventory and Sales Reports.

I created individual inventory items and used this individual items to create a group since most of the inventory items are sold in a group.

Now at the end of the month, I want to have sales report by those groups but cannot find it. It gives me the reports only for Individual items. Kindly assist.

1 reply

Rustler
Rustler
September 14, 2021

A group is a nickname for a group of parts sold at one time, there is no sales information on groups.

 

But as a work around, you can create a non inventory item with zero cost, and include it in the group, then you can get sales reports on that item which will correlate to the group sales

L
Lise461
January 8, 2022

Anyway to request a report of this sort?  I would love to be able to quickly run a report on how many of each  group I sold

 

RenjolynC
RenjolynC
January 8, 2022

Hello, Lise461.

 

I'd like to share some info about your concern.

 

At the moment, we're unable to run a specific report for the grouped items. However, you can open any inventory report and manually export it to Excel. Then, modify the report to get the information you need. 

 

Here's how:

 

  1. Go Reports and then select Inventory.
  2. Select the report you want to run.
  3. Click the Excel drop-down located at the top, and select Create New Worksheet.
  4. In the Send Report to Excel window, choose in new workbook under Create New Worksheet.
  5. Hit Export.
  6. Follow the on-screen instructions.

For reference, you can read this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

To learn more about the QuickBooks Desktop reports and how you can customize them, please check out these links:

 

If you have more questions related to the reports or need help with other concerns, please feel free to get back to me by leaving a reply on this thread. Take care and stay safe.

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