Use reports to see your sales and inventory status

Learn how to see your best sellers, what’s on hand, the cost of goods, and more.

Use reports to get helpful insights on the things you buy and sell, and the status of your inventory. We’ll show you which reports to run depending on what kind of info you want to see.

In this article, you'll learn how to:

• See your best sellers
• Check what’s in stock
• Check what’s still on order
• Customize your reports

Go to Reports and select Standard reports (Take me there). Once you're there, here's what you can do.

Note: If you want to better understand reports, find out more about inventory valuation methods and how QuickBooks uses them to track your inventory.

Track your best sellers

Go to the Sales and customers group of reports. Then run these reports to see your sales by products and services:

• Sales by Product/Service Summary: Your total sales for each product and service.
• Sales by Product/Service Detail: Your sale transactions by product or service.

Filter invoice line item details by customer

If you need to see what's sold on each invoice, run the Sales by Customer Detail report. It also shows the description for each line item.

Note: Sales by Customer Detail is available in QuickBooks Online Essentials, Plus, and Advanced. On QuickBooks Online EasyStart, run Sales by Customer Summary instead — the summary version doesn't show line item details.

Run the report

1. Go to Reports, then Standard reports.
2. In the search box, type Sales by Customer Detail.
3. Select the report from the ▼ dropdown menu.
4. Select the Report period ▼ dropdown menu to change the date range.

The report lists each invoice line item grouped by customer. The Description column shows the description entered for each item on the invoice.

Add a description to blank invoice lines

If the Description column is blank for a line, the invoice line was created without a description. Select the Num value in the report row to open the invoice, then add or edit the description on the line.

View transaction memos alongside line descriptions

The Description column shows the per-line description from each invoice line. The Memo field on an invoice is different, it's a transaction-level note that applies to the whole invoice. To see both on the same report, add the Memo column:

1. Select Customize.
2. Select Columns, then More Columns.
3. In the search box, type Memo.
4. Under Transaction, Attributes, select the Memo checkbox.
5. Select Run report.

Check what’s in inventory

Go to the Sales and customers group of reports. Run these reports to know what’s on hand, so you always have what your customers want:

• Inventory Valuation Summary: The quantity on hand, value, and average cost for each product.
• Inventory Valuation Detail: Your transactions for each inventory item, and how they affect quantity on hand, value, and cost.
• Physical Inventory Worksheet: Your inventory items with space to enter your physical count, so you can compare to the quantity on hand in QuickBooks.

Check what’s still on order

Go to the Expenses and suppliers group of reports. Then run the Open Purchase Order Detail report.

This shows you how many items are still on order and how many you’ve received so far.

How to check what’s in inventory and what’s on order as you work

You can also check what’s on hand and what’s still on order as you work. Just hover your pointer over the quantity you entered on any transaction.

If you entered reorder points, QuickBooks will also alert you if a product is running low.

Want to learn more on tracking what you order and receive? Check out our short video on handling inventory from suppliers:

Customize your reports

You can tailor each report to the info you need the most. Go to the top of any report to change the report date, grouping of info, and more. To see all changes you can make, select Customize.
Note: The Customize option is available in classic view only.

New to customizing reports? Here’s a quick video to help you get started: