Is there a way to run an item listing report and sort it by similar items? Such as grouping all thermostats together, all wire together, all TVs together, all speakers together, etc.? For context, I am trying to clean up years worth of people at my company not using correct items on invoices, thus giving me a completely inaccurate inventory count on most of our items. I would like to group similar items together so I can get some information based on our inventory counts. All of our purchase orders are correct after having worked on that for the past few months. If I can take a look at, say thermostats, and I see that we have 10 of one kind in stock, but -3 of another and -7 on another, that will give me a good idea of what I need to change on the corresponding invoices.
Hello there, Britta_Peterson.
Thanks for reaching out to us. I'm here to provide some insights about the report you need in QuickBooks Desktop.
QuickBooks doesn't have an option to pull up the item listing report and sort it to similar items. However, if you created sub-item for each similar items, you can pull up the Sales by Item Detail report. This will show you the invoice transactions for each item.
If you need to customize the report, you can follow the steps in this article for the detailed steps: Customize reports in QuickBooks Desktop.
If you need further assistance with the steps from our live support, I recommend contacting our QuickBooks Desktop Support Team. They have the tools to pull up your account and do a remote session.
Here's how you can contact our live support:
Don't hesitate to leave a comment if you have additional questions about the Sales by Item Detail report. I'll be around to help.