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jennybaleme
Level 2

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

I don't want the detailed report because that gives too many rows, etc. but have the product description really helps me identify things faster than just the sku/name.
5 Comments 5
SashaMC
Moderator

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

Hello jennybaleme.

 

Thank you for reaching out to the Community! I will be happy to help! You can edit the Sales by Product/Service filters to create the report you need. Here is how:

 

  1. On the Sales report, select the Gear icon above the report name.
  2. Once you select that icon, choose the SKU icon and remove or add others if necessary by selecting Show More.

 

This will automatically refresh! Please let me know if this works out for you. I will be around if you need assistance with anything else. See you soon. 

jennybaleme
Level 2

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

That doesn't give me an option to ADD a Description/memo column?

SashaMC
Moderator

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

Thanks for sharing this! I now understand why you do not see the memo/descriptions options, as I mentioned in Step 2 for the other filters. If you use the Sales by Product Service Detail Report, you can make those changes and choose which columns( including the memo/description filter) you would like to be displayed, as seen in my screenshot below.

 

 

I will be here to assist further! Bye for now. 

jennybaleme
Level 2

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

Correct. And as originally stated, THAT report gives me way too many rows. All I want is a Sales by Product/Service Summary report that gives the title/description like I used to have in Quick Books Desktop Pro version.

ChristineJoieR
QuickBooks Team

In the desktop version, I was able to run a Sales by Product/Service Summary Report that included the description column. Does anyone know how to do this?

I recognize the pertinence of pulling up the Sales by Product/Service Summary report, including the title or the Description, @Jenny. I'll share the steps to submit feedback.

 

As a workaround, we can run a Product/Service List. I can assure you this report will show the Description field.

 

Furthermore, I suggest sending feedback to our product developer. This way, they can consider adding this feature to the next product update.

 

Follow the steps below:

 

  1. You can go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Furthermore, our Product Development team receives your thoughtful comments (QBO) through the feature request tracking QuickBooks Online Feature Requests website.

 

To learn more about using QuickBooks Online, managing your account, and handling invoices and subscriptions, see this article for additional references: Manage billing, payment, and subscription info in QuickBooks Online.

 

There you go. I'm excited to provide more information on any Quickbooks-related topic. Please add it in the comment section. May you have a great day.

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