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lomontman
March 9, 2025
Question

Report on item/product

  • March 9, 2025
  • 3 replies
  • 0 views

Just switched to QBO. Want to run a Report on an individual item. Sales receipts come up, purchases from vendors do not. Looked all over for a way to turn on purchases as it has always been in QBDesktop. Doesn't seem to be an option. I would also like any inventory adjustments to show up in the report

3 replies

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AntoniettaE
March 9, 2025
Thank you for choosing QuickBooks Online (QBO) as a partner for your business, lomontman. I'll share with you the steps on how to view the associated purchase and quantity adjustment entries to your items.
 
The Product/Service QuickReport in QBO displays all the transaction linked to the services and products you buy and sell. To get started, let's verify that you've entered transactions for the correct items. Here's how do it:
 
  1. Go to the Gear icon.
  2. Choose Chart of accounts under Your Company.
  3. Open the account holding the purchase entries.
  4. Search for the transaction, then click it.
  5. Double-check the items and make the necessary changes.
  6. Hit Save and close.

 

 

When running the QuickReport, we'll also have to make sure that there are no other unnecessary filters applied.
 
 
Alternatively, we can pull up the Purchase by Product/Service report separately to view the transactions relating to any given product/service, including inventory adjustments. I'll show you how:

  1. Go to the Reports menu.
  2. Scroll down to Expenses and vendor, then select Purchases by Product/Service Detail.
  3. Set the appropriate report period.

 

 

Finally, I'll leave this useful guide that will help you save your current report customization settings: Memorize reports in QuickBooks Online.
 
We're here to make sure you have a great experience. If you need any help with running other company reports or managing vendor transactions, don’t hesitate to drop a comment below. We are excited to assist you and provide quick, effective support.
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lomontmanAuthor
March 9, 2025

No, no, no. I have QBO Plus. I'm in the Products & Services window. I click on the Action arrow in the right-most column. I choose "Run Report". That used to be Quick Report in QB for Mac. I get a report that lists Sales receipts but no purchased and no inventory adjustments. I need both any purchases I've made from a vendor for that item and and inventory adjustments I've made for that item to appear in the report as well as sales receipts

Rainflurry
Rainflurry
March 9, 2025

@lomontman 

 

Reports > Inventory Valuation Detail > Filter (choose Product/Service, equals, Product/Service XYZ).  Select the appropriate date range.

 

That will show all transactions that change the on-hand quantity: invoices, sales receipts, bills, inventory adjustments, etc.  

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lomontmanAuthor
March 9, 2025

Thanks for this. I just realized I'm having trouble with inventory status of a bunch of items that we just imported into QBO and I'm going to have the migration repeated. Perhaps the problem has something to do with that.

 

I sure hope so because I can't believe the simple item quick-report that I've been relying on for 25 years is not going to work in QBO (and your solution is not a simple item quick-report - I don't want to have to filter down through a larger report and I shouldn't have to) .

Rainflurry
Rainflurry
March 10, 2025

@lomontman 

 

It must have something to do with the QBO import because the QB Online Quick Report matches my QB Desktop version.

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    NathanVSA
    March 12, 2025

    I am having the same problem/frustration. I had quickbooks enterprise and could go item, run report, check if item is on order, as well as what I ordered over a course of time. Now that process is arduous. Run report from the item menu does not show POs. Only invoices, bills and inventory adjustments. This is a massive flaw that needs to be addressed immediately by intuit. And no, the user doesn't need to jump through hoops to try to patch the softwares fault. This functionality is necessary for effective inventory management. This is a critical fix.

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