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DMalt
December 11, 2020
Solved

Looking for a report with all transactions for a specific product

  • December 11, 2020
  • 1 reply
  • 0 views

Is there a way, with QuickBooks Online - Plus, to get a report of all the expenses, in a specific time period, showing all of the transactions for a specific product?

Best answer by JamesDuanT

Thanks for getting back to us, DMalt.

 

We can pull up the Purchases by Product/Service Detail report. This will show you the purchased items and the associated vendors. You can filter it to specific inventory items if necessary.

  1. Click Reports on the left menu and search Purchases by Product/Service Detail.
  2. Click the Customize button and set the correct Report period.
  3. Go to the Filter section and select the inventory items in the Product/Service filed that you want to display on your report.
  4. Click Run report.

You can export it to Excel if you need further customization of the report.

 

Let us know how this goes so we can assist you more.

1 reply

DivinaMercy_N
DivinaMercy_N
December 11, 2020

I've got you covered, @DMalt.

 

You can run the Sales by product/service detail report. Follow along below to pull it up.

 

  1. Go to the Reports menu.
  2. Scroll down to the Sales and customers section.
  3. Click Sales by Product/Service Detail.
  4. Then, click the Customize button to set up the details you need.
  5. Under the Report period field, choose Custom and type the specific date in the boxes.
  6. You can also change the columns of the report.
  7. Once done changing the necessary details. Hit Run report. 

 

For more info, please see this article: Customize reports in QuickBooks Online.

 

Here's a great source where you can find articles that can help you in managing your books in QuickBooks, please head to QBO help articles at this link. This includes topics such as reconciliation, track income and expenses, import bank transactions, etc.

 

Keep me posted here if you have further concerns about accessing reports in QuickBooks. I want to ensure your success. Thanks for coming to the Community and take care.

D
DMaltAuthor
December 11, 2020

Thanks, I actually am trying to get a report of my inventory and when it came in and from whom.

J
JamesDuanTAnswer
December 12, 2020

Thanks for getting back to us, DMalt.

 

We can pull up the Purchases by Product/Service Detail report. This will show you the purchased items and the associated vendors. You can filter it to specific inventory items if necessary.

  1. Click Reports on the left menu and search Purchases by Product/Service Detail.
  2. Click the Customize button and set the correct Report period.
  3. Go to the Filter section and select the inventory items in the Product/Service filed that you want to display on your report.
  4. Click Run report.

You can export it to Excel if you need further customization of the report.

 

Let us know how this goes so we can assist you more.

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