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Best answer March 03, 2021
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Hello there, AirplanePartsStore.
In QuickBooks Online, you can run the Sales by Product/Service Detail report to generate all the estimates for each product. Let me provide you with the complete on how you can do it. It requires a bit more effort on our part since we'll need to customize the report. This way, you'll get the necessary information that you need. Here's how:
- Go to the Reports menu.
- In the search field, enter Sales by Product/Service Detail.
- Click the Customize button at the upper-right corner.
- Tick the Transaction Type and Product/Service.
- Select Estimate or Non-Posting in the Transaction Type. Then, make sure to include all the products you need. Note: You can add the information you want.
- Make sure the reporting period is correctly set up.
- Once done, click Run report.
If you would like to learn more about customizing your QuickBooks reports and save what you've customized, you can check these article anytime to get more tips on how to do it:
Please go back here if you have more questions. I'm right here together with the Community people to help you out. Hope you're well and safe.
Hello there, AirplanePartsStore.
In QuickBooks Online, you can run the Sales by Product/Service Detail report to generate all the estimates for each product. Let me provide you with the complete on how you can do it. It requires a bit more effort on our part since we'll need to customize the report. This way, you'll get the necessary information that you need. Here's how:
- Go to the Reports menu.
- In the search field, enter Sales by Product/Service Detail.
- Click the Customize button at the upper-right corner.
- Tick the Transaction Type and Product/Service.
- Select Estimate or Non-Posting in the Transaction Type. Then, make sure to include all the products you need. Note: You can add the information you want.
- Make sure the reporting period is correctly set up.
- Once done, click Run report.
If you would like to learn more about customizing your QuickBooks reports and save what you've customized, you can check these article anytime to get more tips on how to do it:
Please go back here if you have more questions. I'm right here together with the Community people to help you out. Hope you're well and safe.
Thanks for the prompt reply, @jpajunen.
I'll make sure to provide more information about your concern.
You'll need to make sure you've customized the report correctly. Also, when you pull up the Sales by Product/Service Detail report it's already grouped by products and services. See the screenshot for reference:
However, if you want to include a column for the products and services to sort things out more clearly, I'll show you some steps below.
- Go to the Reports menu.
- In the search field, enter Sales by Product/Service Detail.
- Click the Customize button at the upper-right corner.
- In the Rows/Column section, tick the Product/Service check box.
- On the Filter are, select the Transaction Type and choose Non-Posting.
- Make sure the reporting period is correctly set up.
- Then, click Run report.
Additionally, you can check the following articles for further details on handling reports:
If you want to export the reports to Excel, please refer to this link for future guidance: Export reports, lists, and other data from QuickBooks Online.
You can always count on us if you need more help navigating your QBO account, especially in managing reports.
