cancel
Showing results for 
Search instead for 
Did you mean: 
yejung
Level 1

how do I show memo/description on the sales by product/service summary report?

Hello.

 

I want to add description to the sales by product summary report as I want to see Gross profit&margin with my memo. Or is there any way to show GP and GM on detail report? 

 

I have both Quickbooks online and Desktop. 

 

Please help! 

Thank you so much. 

 

1 Comment 1
Kristine Mae
Moderator

how do I show memo/description on the sales by product/service summary report?

I'd like to help you get around with this, Yejung.


We're unable to add the description/memo column in the Sales by Product Summary report. While, in the Detail report, you're unable to add the Gross profit and margin. This is in both the Online and Desktop versions. You may want to export both reports to excel, then combine them. This way, you'll get the information you need. I'll show you how.

 

Here's how to export a report in the Online version:

  1. Open the Summary or Detail report.
  2. Click the Export icon, then select Export to Excel

 

 

Then, here's how to export in the QuickBooks Desktop version:

  1. Pull up the Summary or Detail report.
  2. Click Excel, then select Create New Worksheet.
  3. Select Create new worksheet, then click in new workbook.
  4. Click Export.

 

 

Both versions allow you to customize the report you generate. I'll share the articles for more information:

Get back to us if you need our help. We'd be happy to work with you again. 

Need to get in touch?

Contact us