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February 23, 2024
Question

Product / Inventory Sales Only Report - Excluding Service Sales

  • February 23, 2024
  • 1 reply
  • 0 views

I need a report that will show only my product / inventory sales for a given month.  I have thousands of inventory items and a few hundred service items that I sell.  At the end of the month I need to know how many items I've sold and at what price.  I've tried the Sales by Product/Service Summary and/or Detail reports, but I don't see any way to limit the report to just inventory items or just service items.

1 reply

February 24, 2024

Hey there, Selj.

 

I can see how important for you to run a report specific only for inventory or service items. I'll assist you on how to achieve your goal.

 

Currently, there isn't a report that displays only the inventory or service lists. However, you can personalize the report and manually choose the items at a time, which can be time-consuming for large volumes. We understand that this limitation may be inconvenient for you, and I want you to know that we are constantly looking for ways to make your QuickBooks experience more convenient.

 

To customize the report:

 

  1. From the Sales by Product/Service Detail page, click Customize.
  2. Click on Filter.
  3. From the Product/Service dropdown, select the inventory items or service items to show on the report.
  4. Tap Run report.

 

Check out this article to learn more about personalizing your reports: Customize reports in QuickBooks Online.

 

In addition, you can browse this link to see the things you buy and sell and the status of your inventory: Use reports to see your sales and inventory status.

 

You can post a reply if you need further help managing reports or other relevant concerns. I'll be here to assist.