Product Profitability

Rozmore13 · ‎February 09, 2023

I am trying to find or customize a report in QBO Plus for the Profitability of Products and Service Items which would include the Quantities Sold, Quantities Purchased and Profitability %.

I have looked at the Profitability by Customer, and filtered it by Prodects and Services as a temporary fix for my client.

Is there something available that I am missing?

Rubielyn_J · ‎February 09, 2023

I'm here to provide some information about customizing reports in QBO, @Rozmore13.

I can see the relevance of having the option to add Quantities Sold, Quantities Purchased and Profitability % in the report. Currently, we can only generate a Profitability by Customer report, and filtered it by Prodects and Services.

You can also utilize this resource to personalize and add further details to your reports in QuickBooks: Customize reports.

Additionally, I'll be sharing these articles you can read through to help manage your reports in QuickBooks:

Feel free to get back in here if you have further concerns with customizing and generating product profitability reports. I'm always around to help. Keep safe!

View solution in original post

Rubielyn_J · ‎February 09, 2023

I'm here to provide some information about customizing reports in QBO, @Rozmore13.

I can see the relevance of having the option to add Quantities Sold, Quantities Purchased and Profitability % in the report. Currently, we can only generate a Profitability by Customer report, and filtered it by Prodects and Services.

You can also utilize this resource to personalize and add further details to your reports in QuickBooks: Customize reports.

Additionally, I'll be sharing these articles you can read through to help manage your reports in QuickBooks:

Feel free to get back in here if you have further concerns with customizing and generating product profitability reports. I'm always around to help. Keep safe!

Rozmore13 · ‎February 09, 2023

Thank you very much. Your direction to Customizing reports gave me the way to add the percentages I needed. Still could not add quantities but perhaps we will get there in the near future. Just adding the sorts and the % of income is good.

Giovann_G · ‎February 09, 2023

You're much welcome, Rozmore13.

It's good to hear that the information my colleague provided has helped you add the percentages you require to your report. As our product continues to develop, our Product Development team may add the quantities option in the upcoming updates.

If you have further questions or concerns, don't hesitate to post again. We're always happy to help you.

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