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Aar0nBr
Level 2

Cant Add Cost column to reports (COGS)

Hi I hope you are doing well..

 

I am using my 2019 desktop version, but no report shows the cost column, not even to add it. Is there any configuration I need to set to include the cost column in the reports? Currently, there is no way to add the cost to my sales report.

 

thank you for ur help.

 

regards

6 Comments 6
FateCandylaneT
QuickBooks Team

Cant Add Cost column to reports (COGS)

We can run an Inventory Valuation Detail report to track sales made from your account, Aar0nBr. Let me help provide detailed steps so you can add cost columns to your reports.

 

With the screenshot you've provided, we're unable to add Cost columns to Sales by Customer Detail reports when keeping track of customer sales transactions. 

 

However, you can consider running the Inventory Valuation Detail report to track inventory sales and product quantities made from each item as a workaround. This also includes individual entry information for each sale from your account. To do this:

 

  1. In your QBDT account, go to Reports and click on the Inventory dropdown.
  2. Choose Inventory Valuation Detail report.
  3. Click Customize and enter Cost from the Columns section.
  4. You may add and customize other details and specify filters on your reports.
  5. Review all data, then click OK.

 

 

Moreover, you can utilize this guide to help you save all the customizations made on your reports: Create, access and modify memorized reports.

 

You're always welcome to reply to this post if there's anything else you need further assistance with when managing data sales reports in your file. Keep safe and have a good one!

Aar0nBr
Level 2

Cant Add Cost column to reports (COGS)

First of all, thank you very much for your response.

 

I have attached an image where I show that the fields do not appear for me. That's why my question is whether it needs to be configured somewhere else because the cost does not appear in any report for me to add it in the columns.

 

Regards

Aar0nBr
Level 2

Cant Add Cost column to reports (COGS)

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CharleneMaeF
QuickBooks Team

Cant Add Cost column to reports (COGS)

Adding a Cost column in a sales report is essential to generate accurate data, Aar0n. I'm here to share the cause of why it's missing.

 

Based on your screenshot, you're running the Sales by Customer Detail report, which is why the Cost column doesn't appear. It's specifically used to view customers' transactions. While cost only shows when using inventory items.

 

At this time, adding a Cost column to any sales report is unavailable. With this, you don't have to configure anything in QuickBooks Desktop. Instead, I recommend running the correct report (Inventory Valuation Detail) to add the column.

 

Here's how:

 

  1. From Reports, select Inventory.
  2. Choose Inventory Valuation Detail report.
  3. Click Customize and type in the cost in the Columns section.
  4. Select Display and add the Invoice under the Transaction type.
  5. Personalize the other filters to customize your report.
  6. Once done, hit OK.

 

Aside from that, the program uses Sources and Targets to apply accounting principles and processes, like recording transactions and displaying reports. You can browse this article to learn more about how QuickBooks generates your data when running reports: Understand reports.

 

Additionally, you can memorize your reports in QuickBooks to ensure you can save the current customized settings to avoid personalizing them again. Or export your reports to Excel to generate the data needed.

 

I'm more than happy to help you again if you have more questions about running and personalizing reports. I'm with you every step of the way.

Aar0nBr
Level 2

Cant Add Cost column to reports (COGS)

Thank you for your quick response.

 

So, is there no way to add the cost to a sales report to determine the margin for each sale?  


I think a detailed report with customer sales, showing the sales amount, cost, and resulting margin for each customer/product would be quite useful to see how profitable it could be.

 

is there any way to create a calculated fields ? 

ReymondO
QuickBooks Team

Cant Add Cost column to reports (COGS)

Thank you for responding, @Aar0nBr. Including the option to display sales reports by cost provides a direct way to assess the profitability of your business.

 

Currently, adding a Cost column in the Sales by Customer Detail report or generating calculated fields is unavailable in QuickBooks Desktop.

 

These functionalities would be valuable additions to the program. Therefore, I recommend providing feedback about this feature to our developers. They can review your suggestion and potentially include it in future updates.

 

Here's how to send your request:

 

  1. Click on the Help option in QuickBooks Desktop.
  2. Choose Send Feedback Online.
  3. Select Product Suggestion from the options provided.
  4. Enter your feedback suggestion.
  5. Click the Send Feedback button to submit your suggestion.

 

This process ensures that your input reaches the developers for consideration in improving future versions of QuickBooks Desktop. In the meantime, you can run the Inventory Valuation Detail report to add the Cost column.

 

If the report you need isn't readily available, you can also try to create and customize reports for the following:

 

 

If you have any further questions or suggestions regarding adding a Cost column to the sales report in QuickBooks, feel free to share them on the QuickBooks Community page. We're here to assist you.

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