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M
Max Sales
November 6, 2020
Question

How can I make a report to show me how many of each product was sold to each job?

  • November 6, 2020
  • 1 reply
  • 18 views

Hi and thank you in advance to whomever can help.

 

I have Quickbooks Desktop enterprises accountant edition 2019.  I track my product sales and sales receipts by job.

 

So I sell 10 Widget-A to Job 1

I sell 10 Widget-A and Widget-H to Job 2

 

I want to make a report that shows how many of each, widget in my example, I sold to each Job. Is that possible

 

Similar to:

Widget-A - Job 1 - 27pcs

Wigdet-A - Job 2 - 10 pcs

Widget-H - Job 2 - 10 pcs

 

I think you get my thoughts.

 

So I want to see how many of each of my inventory items got sold to each of my customers, entered as Job, not by customer name or other customer info, just Jobs.

 

Thanks

 

    1 reply

    Adrian_A
    Adrian_A
    Level 8
    November 6, 2020

    Thanks for the details, Max Sales.

     

    The option to pull up a report that shows how many of your products were sold isn't available. However, we can open the Sales by Item Detail report. In this report, you'll see how many quantities were left. Then, filter it to show only the Jobs associated with the transactions.

     

    Let me guide you with these steps:

     

    1. Click the Reports menu.
    2. Go to Sales, then select Sales by Item Detail.
    3. Click the Customize Report button.
    4. Go to the Filters tab.
    5. Enter and select Job Type.
    6. Click OK.

     

    I've also added this article that talks about tracking job costs: Tracking Job Costs in QuickBooks Desktop.

     

    Feel free to get back to me if you still need my help. Keep safe!

      M
      Max SalesAuthor
      November 6, 2020

      Thanks for the fast reply.

      I should have clarified more.

       

      I do not carry so called inventory. we made our products to order. So when an order comes in, we make the products we sell and ship them.

       

      Then we sell more of something else, we make them using the Assemblies feature to built the products, then the sales receipt when they are sold. So we never carry inventory of each product to count the missing inventory as you stated.

       

      Can that type of report be done?

       

      I hope that explains it better.  Thank you anyway for your first response.

       

       

       

      So can i make a report showing how many individual completed products we sold.

        JenoP
        JenoPQuickBooks Team
        QuickBooks Team
        November 6, 2020

        You can run a Custom Transaction Detail Report, Max Sales.

         

        Then, customize it to only show Sales Receipts and include a Quantity column to show how many assembly items were sold to each job. Here's how:

         

        1. Go to the Reports menu, scroll-down to Custom Reports, and then click Transaction Detail.
        2. Click Customize Report.
        3. Under the Display tab, check QTY in the Columns section.
        4. Proceed to the Filters tab, then look for Transaction Type in the Choose Filter section.
        5. Select Sales Receipt for Transaction Type.
        6. Go back to the Filter section and look for Item.
        7. Select Multiple items and check all assembly items that you want to be part of the report.
        8. Click OK.

        Once you have the report, click the drop-down list for Total By and select Customer, then select Item in the drop-down list for Sort By. 

         

        More details about running reports are shared in these articles for additional reference in the future:

         

        Let me know if you need anything else. 

         

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