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How to customize Inventory Reports

If you use inventory tracking, you may notice multiple lines for the same item on the Sales by Product/Service Detail report.

This is because QuickBooks Online is tracking the movement of that item through the appropriate accounts, such as Cost of Goods Sold and the Inventory Asset account.

Note Inventory tracking is only available in QuickBooks Online Advanced and Plus.

Customize the Inventory report

If you don't want to see this level of detail and would like to just see the items listed as they appear on your invoices, use the steps below to customize the report.

itemized inventory report in QuickBooks
  1. From the left menu, select Reports.

  2. Enter "Sales by Product/Service Detail" in the search bar.
  3. Select Customize.
  4. In the Filter section, select All Income Accounts from the Distribution Account drop-down.
  5. Select Run report.

The report will now only show one entry for the sale of your inventory item as it does on your invoice:

example inventory report in QuickBooks

Quantity on hand for a certain date

If you need to see your quantity on hand for a certain date:

  1. From the left menu, select Reports.

  2. Enter Balance Sheet in the search bar.
  3. Select the link for the Total for Inventory Asset (or whatever account you are using for the inventory item).
  4. On the report that comes up, select Customize.
  5. Select Rows/Columns.
  6. Under the Group by drop-down, select Change columns.
  7. Check Qty, then reorder the columns if needed
  8. Select Run report.

Inventory valuation totals report

If you need a report that totals your inventory valuation:

  1. From the left menu, select Reports.

  2. Enter Inventory Valuation Summary in the search bar.
  3. Select Run report.