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k-handler
Level 2

How do I create a report showing all product and service codes with the Inventory Account associated with each, along with Category, Class, Sales and Expense account?

We need to proof all of the data that's set up for all of our product and service codes. I can get report with the last 4 items, but can't find a report that shows the related Inventory Account. We do not want to go in one-by-one to see this info for this purpose.
2 Comments 2
CharleneMae_F
QuickBooks Team

How do I create a report showing all product and service codes with the Inventory Account associated with each, along with Category, Class, Sales and Expense account?

Hello there, k-handler.

 

We're unable to run a report that shows all products and services codes with the Inventory account associated with Category, Class, Sales, and Expense account in QuickBooks Online. As a workaround, you'll have to run two reports to get the information. Then, export them to Excel.

 

Since you can already get a report that shows all products and services with Category, Class, Sales, and Expense account, I suggest running that report and then export it.

 

As for the report that shows the Inventory account on your products and services, I recommend pulling up and customizing the Sales by Product/Service Detail report.

 

Here's how:

  1. Go to the Reports menu.
  2. Type in Sales by Product/Service Detail, then click to open.
  3. Click Customize.
  4. Select the correct date under the Report period.
  5. On the Rows/Columns, click Change columns.
  6. Place a checkmark in the box beside Account.
  7. Click on Run report.
  8. Once done, click the Export icon.

 

Additionally, learn how to get helpful insights on the things you buy and sell and the status of your inventory by clicking this article: Use Reports to See your Sales and Inventory Status.

 

As always, you can find us here if you have any other concerns or follow-up questions. Our assistance will be sent right away.

k-handler
Level 2

How do I create a report showing all product and service codes with the Inventory Account associated with each, along with Category, Class, Sales and Expense account?

This does NOT address my question--at all.  It doesn't even sound like you read my question!  I'm not looking for a sales report.  The report you indicated would not include every product and service number, nor would it include the inventory account, category, class, income and expense account that are set up for each product and service code.

After much experimenting, I determined that the only way to see all of this information in one place is to export the product and service list to a .csv file.  I

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