Report for Service Type Inventory

Yes, there is, Ace. Let me help you pull up another report to show the necessary information you need related to your service item types in QuickBooks Online (QBO).

Please know that the Inventory Valuation Summary and Detail reports in QBO display only active inventory items. Since you want insights into your service items, I recommend running and customising the Sales by Product/Service Detail report. 

Here's how:

1. Go to Reports and search for Sales by Product/Service Detail report.
2. Click Customize.
3. Set the Report period.
4. In the Rows/Column section, click Change columns. Ensure to put a checkmark beside the Date, Transaction Type, No., Customer, Qty, Sales Price, Amount, and Balance.
5. In the Filter section, select the service items.
6. Select Run report.

Moreover, here's an article if you need to send a report by email on a recurring schedule: Set schedule and email information for a memorised report.

Keep in touch if you need further assistance in running reports in QBO. The Community team is always available to help. Stay safe, and have a good one.

Hi @JaeAnnC ,

I would like to receive email notification on each month end. How can QBO select the duration period for the report is for each month end. Example: January report contains transaction from 01/01/2024 to 31/01/2024 and send out on 01/02/2024 and vice versa for following month.

Also, around what time in GMT+8 would I receive the email?

Thank you.

Regards,

Ace

Hello, Ace. You'll need to manually set an email schedule based on your preference. Let's go over some details to help you achieve the task in QuickBooks Online.

Once you memorised your report, you can send it by email repeatedly. To set a quarterly schedule, follow these steps:
 

1. Go to Reports.
2. Select Custom reports.
3. Find the report you'd like to schedule for email and in the Action column, select Edit ✎.
4. Toggle Set email schedule to turn it on.
5. Set the email recurrence based on your needs. Set the Next Date to the 1st day of the following month.
   
   
    
6. Enter the Email information for sending the report.
7. If you want to send the report as an Excel file, tick the Attach the report as an Excel file box. Otherwise, the report is sent in HTML format.
   
   
    
8. Click Save or Save and close.

After completing these steps, the report will be sent to the email address you entered and according to the schedule you've set up, although no specific time is specified in GMT+8 for when it will be received.

Moreover, I'm adding this in case you want to learn how to create memorised Accounts Receivable (A/R) reports with scheduled email reminders for customer statements: How to create memorised A/R reports with email reminders.

Should you have any additional questions about setting up a schedule for a memorised report in QuickBooks, feel free to enter them below. I'll be around to offer the necessary help.

Hi, 

Thanks for the guide. 

I want to receive monthly report (from March 2024 to December 2024) schedule to send to my email. Do I need to create 10 memorised reports and schedule to send email on first day of each month (starting from April 2024) ? 

Hello, gwaa. 

To set up the recurring reports and schedule emails to be sent on the first day of each month from April to December 2024, you don't need to create ten separate reports. Instead, you can select the Monthly option under the Set Recurrence section, enabling you to set up the report frequency to be sent every month. Next, you need to set the end date to December 2024, ensuring that the report is automatically generated and sent on the first day of every month until that date. This approach will save you time and effort while ensuring the reports are generated and sent on time. 

1. Go to the Reports menu and select Memorised Reports.
2. Locate the report you created and click the dropdown arrow next to Edit to access the scheduling options.
3. In the SET RECURRENCE window, set the frequency to Monthly under Repeats. Then, choose the first day of the month as the start date.
4. Under End, select By in the dropdown menu, and the End Date, choose the date. 
5. Enter the other information needed.
6. Click on the Save button to finalise the scheduling.

By following these steps, you will have a single memorized report scheduled to be sent on the first day of each month from April to December 2024. This process eliminates creating and managing multiple reports, saving time and effort. 

To make the most of your reports and help you concentrate on the important aspects of your business, we encourage you to review each article for comprehensive information thoroughly:
 

• Run reports in QuickBooks Online
• Common custom reports in QuickBooks Online
• Customise reports in QuickBooks Online
   

If you have any further questions or need additional assistance, please feel free to ask. I'm here to help. Have a great day!

Hi,

Thanks for the clarification.

May I know does the content of the report is only has single month transaction (without accumulate pervious month transaction) as follows:

Thanks. 

Regards,

Ace

Let me elaborate on the contents of reports in QuickBooks Online (QBO), gwaa.

The content of each report you run depends on the report period or date range you selected.

When you memorize a report in QBO, you can customize it to include transactions from a specific reporting period, such as a single month. You can set it up to display transactions made within the desired timeframe. This feature allows you to save and access reports with specific transaction details based on your reporting needs. 

For further information about customizing reports, refer to this link: Customise reports in QuickBooks Online.

Additionally, I'll share this article to help you run specific reports and guide you when you need to email or export them: Run reports in QuickBooks Online.

If you have more questions about managing memorised or customised reports in QBO, tap reply in the thread, and I'll circle back to help you.