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KathyP1964
May 20, 2025
Question

Item List

  • May 20, 2025
  • 2 replies
  • 0 views

Is there a way to make a report of specific items from my item list. I have a very large item list and I want to only print certain things from it to transfer to an excel spreadsheet. 

2 replies

FishingForAnswers
May 20, 2025

@KathyP1964  Theoretically, yes.

 

Within the Item Listing report, you can apply filters to narrow down the Items included in the report.

 

There are a few dozen filters ranging from 'Includes such and such in the name' to 'Active or Inactive' to manually picking the accounts you want, so if you want specific recommendations on which to use, you may want to describe the data set you want to end up with.

May 20, 2025

Yes, you can run the Item List report and modify its filter to show specific items from your overall lists, Kathy.

 

In your QuickBooks Desktop file, go to Reports and select Item List from the List dropdown. Then, refer to these steps for guidance:

 

  1. Once the Item List report is ready, navigate to the Customize Report option.
  2. Navigate to the Filters tab and enter Item from the Choose Filter section.
  3. Under the Item dropdown, choose a specific product and service.
  4. Then, to modify several items, select the Multiple accounts option, then add all items.

 

 

Once done, select Print from the report's menu options. You may also choose Excel to download the report to a spreadsheet.

 

 

Moreover, you can utilize this guide to help you save all the customizations made on your reports: Create, access, and modify memorized reports.

 

Reach out to us in the comments below if there's anything else you need assistance with.