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Brenda172001
January 25, 2024
Question

Reports - adding a subtotal to a stock report

  • January 25, 2024
  • 1 reply
  • 0 views

Are you able to add a subtotal to stock reports?  Example - Job Cost Sales, by customer:job, by item.  I need to subtotal the item.  

1 reply

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JanbonN
January 25, 2024

Hello there, @Brenda172001. Allow me to share some information regarding the report you need in QuickBooks Desktop (QBDT).

 

To get the subtotal of the item you've used for a job, you can run the Job Costs Detail report.

 

  1. Go to Reports, then click Report Center.
  2. In the search bar at the top right corner of the screen, type Job Cost Detail. 
  3. Double-click the report to open it.
  4. Click Customize.
  5. In the Display tab, click the Total by drop-down and choose Item detail.
  6. Click OK to save the changes.

 

Additionally, you can refer to this article to manage your reports: Customize reports in QuickBooks Desktop.

 

Return to this thread if you need further assistance with your reports. I'll be here to help you in any way I can. Have a good one.

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Brenda172001Author
January 25, 2024

See screenshot - how can I subtotal the project management, and subtotal the hand labor and subtotal the irrigation?  All in one report?  That refreshes in real time.  I export to excel and subtotal, but then any changes have to repeat in excel.  

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FateCandylaneT
January 26, 2024

It's great to have you join this forum, Brenda17200. Let me provide additional insights to help acquire subtotals on each item when running reports in your account.

 

You can create and run Custom Summary Reports in QuickBooks to enable the subtotal in each of your items to show all in one report. Then, export this data and update its changes in the Excel file. To help you with the process, refer to the steps below:

 

  1. In your QuickBooks Desktop file, go to Reports.
  2. Click on Custom Reports and select Summary.
  3. Modify the reporting period and click Customize report.
  4. From the Display tab, choose Item detail under the Display columns by dropdown and select Customer under the Display rows by section.
  5. Filter all necessary details and click OK.

 

 

This should display all the detailed totals of your items under each job. Once ready, export this report to an Excel file and if need be, just click the Update report icon from the downloaded document.

 

 

Moreover, I'm sharing this resource to help you save the customization settings made to your reports: Create, access, and modify memorized reports.

 

I'll keep an eye on this thread if there's anything else you need further assistance with when managing items and reports in your account. Let me know anytime in the comments below. I'll make sure to get you covered. Keep safe!

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