Hi there, Acmboland. You've come to the right place.
When customizing sales reports by products/services in QuickBooks Online, there are options to select more than one category. It sounds like you were able to find how this works by selecting multiple categories yourself. The ability is there because this is something your subscription is capable of doing.
If you're encountering a situation where your reports are for some reason coming back blank after running them for two choices instead of one/none, I'd recommend initially checking your Report period customization settings under the General section to assure the correct date range is being processed.
I went ahead and tested it out on my end, in our test drive account. I've included an animated image below showing myself generating a Sales by Product/Service Detail & Sales by Product/Service Summary report. Both of these worked as intended, allowing me to filter with two boxes selected. A blank report was not received.
If you've verified that your report period options are entered correctly before clicking the Run report button, this could be a problem caused by your browsing application. To test this, you can open a private browsing window and retry the process. Here's how to access incognito mode in some the most commonly used browsers:
In the event you're able to successfully produce these reports by following the steps above, the problem will have been isolated to the web surfing app in use. This can be fixed by clearing cached data and Intuit-specific cookies.
If you still receive a blank report after going through the recommended troubleshooting, please respond letting me know. I'll be here to help.
Here's a couple resources about reports which you may find useful:
If you have any questions or additional information, I'm just a post away. Enjoy the rest of your day!
Thank you for responding.
I've tried those approaches and unfortunately I'm still getting a blank report. I've recorded this attached video while I'm in incognito mode after clearing my cache to show exactly what's happening.
It's two top level categories that I need, in case that makes any difference. I seem to be able to do it if I'm choosing individual products, but I'm trying to avoid having to edit the report to add in the new product each time I launch a new one.
We apologise but we are not able to view the video you have posted. What report are you running? We suggest that you run a sales by customer detail > customise > product and service and you should be able to select a number of products/services > run report and they should show on the report.
Thanks for your reply.
The report I was running was Sales by Product Summary, but the issue happens in all the reports I try. I've just tried Sales by Customer Detail again and it returns a blank report once I select two top level categories.
Is there a way I can show you the video of what happens?
I appreciate you for performing all the suggested fix above, @Acmboland. I'm here to guide you on what steps you need to do next to take care of this.
My colleague is right. The Report period in the customisation settings plays a big role in displaying the correct content in your sales reports. Since you've already done the recommendations but still getting a blank one, I'd suggest contacting our QuickBooks Online Support team. They have a tool to view your screen so you can show them the exact situation when pulling up your sales reports.
In case you want to request a callback, just follow these steps:
I've attached a screenshot below for your reference.
To make sure we address your concern on time, contact us within Monday to Friday every 6:00 AM to 6:00 PM PST. Then, 6:00 AM to 3:00 PM every Saturday. For the Advanced version of QuickBooks, you can contact them any time and any day.
I'm also adding these sets of articles to further guide you about handling reports in QuickBooks: Reports and Accounting for QBO. It contains topics about customising, exporting, and printing reports to effectively manage your business.
Please let me know if you have other concerns. I'm just around to help. Take care always.