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the-consultants
Level 1

I am looking forward to report sales along with its costing on same time, so ill manage my each sales with suppier cost as well. please help me if there is option to..

 
2 Comments 2
Angelyn_T
QuickBooks Team

I am looking forward to report sales along with its costing on same time, so ill manage my each sales with suppier cost as well. please help me if there is option to..

Thank you for dropping by, @the-consultants.

 

You can open the Sales by Customer Detail report to see the report of your sales and the Product/Service List to look for the costs of the items.

 

To open the Sales by Customer Detail report:

 

  1. Select Reports from the left pane, then look for the report's name on the search field.
  2. On the Sales By Customer Detail  Report page, customize the report's period and the columns you want to show.
  3. Click on Run report.

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To open the Product/Service List report:

 

  1. From Report, look for Product/Service List on the search field.
  2. Tap on the report to open it.
  3. Add the Cost column by clicking on the small gear icon beside the export icon.

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If you wish to view the details together, you can export both reports to Excel and customize it from there.

 

  1. On the report's page, click on the export icon drop-down arrow.
  2. Select Export to Excel.

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I understand the importance of seeing both information in one report. I'll pass along this to our engineers so they'll get more ideas on how to improve QuickBooks and ensure to give our customers the best experience.

 

Please know that you also have the option to memorize reports in QuickBooks Online, for your reference, you can read this article: Memorize reports.

 

Let me know if you have any other questions. I'm a post away to help. Happy weekend!

vpcontroller
Level 11

I am looking forward to report sales along with its costing on same time, so ill manage my each sales with suppier cost as well. please help me if there is option to..

@the-consultants @Angelyn_T 

 

In QBO, they've three product/service types:

  • Inventory (available only plus and advanced)
  • Non-inventory
  • Service

 

With Inventory type, when you run the Profit and Loss (or other reports) on the accrual basis, you will see Revenue and Cost on the same Transaction Journal as you want. But if you run the report on a cash basis, you will not see both on the same report. So, you must run the Accrual basis report.

 

With the Non-inventory type and Service type, that's NOT possible. On these two types, when you create Sales forms, you will see the Revenue side only on the Transaction Journal. You will not see the Cost side, that comes directly only when you enter the expenses.

 

Hope this helps!

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