Run Stock Reports in QuickBooks

Learn how to view and customise stock reports in QuickBooks Online. These reports help you:

• See how items appear on your invoices
• Check stock quantities in your accounts
• Review the total value of your stock

View items as they appear on invoices

If you prefer a simple view without detailed transaction lines:

1. Follow this link to complete the steps in product.
2. Search for the Sales by Product/Service Detail report.
3. Select Customise.
4. In the Customise Sales by Product/Service Detail window, select Lists.
5. From the Distribution Account dropdown, select All Income Accounts.
6. Select Run Report.

The report now shows one entry per stock item, just as it appears on your invoices.

Check stock quantities in your accounts

To see the quantity of stock items in your accounts:

1. Follow this link to complete the steps in product.
2. Search for Balance Sheet.
3. Click the link for Total under Stock Asset (or the account you use for stock items).
4. In the new report, select Customise.
5. Choose Change Columns.
6. Scroll to Qty in the available columns, then select Add.
7. Select OK.
8. From the Group By dropdown above, choose Product/Service.
9. Select Run Report.

View stock valuation

To see the value of your stock:

1. Follow this link to complete the steps in product.
2. Search for Stock Valuation Summary.
3. Select the report to run it.

This gives an overview of stock values, helping you manage stock effectively.