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jjeanp1
Level 1

Can realigned product/service to new income COA, retroactively show on past sales. Can find report to show past sales total aligned with new COA.

Can't find report to show past sales total with new realigned COA.
3 Comments 3
GraceC
QuickBooks Team

Can realigned product/service to new income COA, retroactively show on past sales. Can find report to show past sales total aligned with new COA.

Hello there, @jjeanp1.

 

You can pull up your Product and Service List report to show the income account of each product and service. Let me guide you how.

  1. Go to the Report.
  2. Type Product and Service List in the search bar.
  3. Select Customize.
  4. Scroll down to the Rows/Columns section, then check the Income Account box.
  5. Click Run Report.

I got you this article you can read to learn more about customizing reports in QBO: Customize reports in QuickBooks Online.

 

I have this link in case you have other questions about QBO: Reports And Accounting.

 

Let me know if you have other questions. I'm always right here to help you.

jjeanp1
Level 1

Can realigned product/service to new income COA, retroactively show on past sales. Can find report to show past sales total aligned with new COA.

Thanks but this is just a list and no totals. I can't verify that the COA realignment change is reflected in the income transactions. 

JoesemM
Moderator

Can realigned product/service to new income COA, retroactively show on past sales. Can find report to show past sales total aligned with new COA.

Thanks for getting back to us, @jjeanp1.

 

I appreciate you for following the steps shared by my colleague. You can run the Sales by Product/Service Detail report to show all transactions under the corresponding services and it's income account.

 

I'll guide you how:

 

  1. From the left panel, click Reports.
  2. Search for Sales by Product/Service Detail report.
  3. In the Rows / Column drop-down, tick the box beside Account.
  4. Click Run report.

See screenshot for visual reference.

Capture.PNG

 

I'm adding this article for more details on how to Customize reports in QuickBooks Online.

 

You might also want to check out this article to know the popular custom reports in QuickBooks Online: Popular custom reports.

 

I'm always here whenever you need help or if you have follow-up questions. Stay safe and enjoy the rest of the day!

 

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