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Hi LollyNino_C, I figured it out...
Here are the correct instructions to find quantities sold for a specific product/service (last year):
Hi, @userjim-keaney! Thank you for reaching out to the Community. I prioritize ensuring you can view your 2023 sales in QuickBooks Online (QBO).
We have the capability to tailor the Sales by Customer Detail report to display the specific products and services that have been sold to your customers. Let me show you how:
Also, you may want to memorize your financial reports to save your customization settings for future use. If you wish to know more about this feature and how to do this in QBO, you can check out this article: Memorize reports in QuickBooks Online.
I've also added some articles about the various reports available in the subscription and other topics:
Please don't hesitate to let us know in the comments if you have other concerns about customizing your reports in QuickBooks. We'll gladly help. Take care, and I wish you continued success.
Thanks for the quick response. I do not see a "QTY" option in the SalesByCustomerSummary>Customize>Rows/Columns section. (The only options are: Total Only, Days, Weeks, Months, Quarters, Years, Customers, or Products/Services). Did QBO remove Quantity? I can see a subtotal of what each customer paid (in dollars) for the services/products I have selected, but I cannot see the Quantity sold, and that's really what I'd like to see.
I appreciate the steps you've taken, userjim. I'm here to ensure that you're going to see the quantity of services you've sold this year.
The Sales by Customer Summary report provides a general overview of your sales by customer. It displays the dollar amount of sales for each customer, allowing you to see how much each customer has purchased from your business, which is why you can't locate the quantity you've sold.
For you to successfully view the quantity you sold this year, we can pull up these sales and inventory reports in QuickBooks Online.
You can still follow my colleague's steps to view your quantity sales in 2023.
Furthermore, you can visit these articles to learn more on how to utilize our reports in QBO:
You can always post in this forum if you have further questions about viewing the quantity you've sold. We're always glad to assist you anytime.
Hi SheandL,
You and your colleague here are saying I should use these to find my product quantities sold last year:
However, I only have Sales by Product/Service Summary as an option in my QBO Reports. And as I've said, this does not offer the ability to filter by "Quantity". I do not have "Sales by Product/Service Detail" as an option in my Reports section. So I'm not sure what else to try.
Hi LollyNino_C, I figured it out...
Here are the correct instructions to find quantities sold for a specific product/service (last year):
Hello there, userjim.
We're glad to hear that our colleagues were able to inform you of the reports you need. We also appreciate the steps you've provided. Your experience is our topmost priority.
We continually strive to improve our product to improve your QuickBooks experience. Feel free to get in touch if you need help with anything else in QuickBooks. We'll be right here to back you up. We wish you all the best!
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