Sales Item Report

Hello, @SarahD.

I can give you some insight into your Sales Tax Item report. At this time, you're not able to run the report that exact way in your account. However, you can run a Custom Transaction Detail report and customize it to your desire. Below are steps on how to run the report.

1. Open QuickBooks.
2. Go to Reports.
3. Hover over Custom Reports.
4. Select Transaction Detail.

To customize the report, I suggest looking into this link.

Should you need any further assistance, don't hesitate to contact me. Have a fabulous day!

Not sure if this gives you what you need, but maybe try:

Go to "Reports" dropdown, then go to "Sales," then choose "Sales by Item Summary."

Then go to "Customize Report," then Filters tab and click on "All sales items" that is already listed in the Current Filter Choices on the right.  After you click on this, click on the drop down menu in the middle of the window and choose "All Sales Tax."  Click OK.  Choose your date range.  Does this give you what you need?  For me it lists our Sales Tax Item of our current sales tax rate and give me the total Tax amount - which is what my sales tax liability report would also give me.  But, you can double click what's listed in this report and that opens up the detailed report of this listing every invoice/sales receipt/credit memo.  From here, if you sort by "Amount", the transactions with a 0.00 amount are your tax-exempt sales and anything else is your taxable sales (including any negative amounts).  To add these up quickly, I'd export to excel.

Sorry, realizing this doesn't give you taxable sales amount without opening up each transaction listed. I was going to say you could take your sales tax amount and divide it by your sales tax rate to get your subtotal amount of the sale, but if you've got an invoice that has both taxable and non-taxable items on it, I don't believe the algebra will work.  I did find though a contributed report:  Go to reports>>Contributed Reports>>Accountant & Taxes.  Give this a minute to populate, but the one listed that's called "Sales By Sale Tax Code" might be the one as it lists both taxable and non-taxable sales.  I'm seeing this report when looking under: "General Product-base business."  If your client is using a different industry version of QB, it may not be listed.  Just choose that industry (the General Product-based) to find it.  Using the search box in this window did not work to find it FYI.

Thanks so much! I provided this as a possible solution to my client - they can use this report in conjunction with the sales tax item report. Appreciate your help!

How can I get a sales report that has the costs of the sales ?

We have lease customers that we provide some parts at $0 dollars and want to capture the costs of those parts

I can help you run sales reports with the data you need, PatM.

Are you referring to costs as the transactions sales price? If yes, you can use the Sales by Item Detail report that provides the quantity and cost price of the item used on the sales transaction. Here's how: 

1. Click the Reports menu and choose Sales.
2. Select Sales by Item Detail.
3. By default, you'll see the items on the transactions with the Qty, Sales Price, and Amount.
4. If you want to add columns or filter them, just click the Customize Report button.

You can use this link to help you customize reports in QuickBooks Desktop and keep track of your inventory.

If you're referring to other sales reports or sales costs, please don't hesitate to mention me for any additional information. I'll be here to help you. Take care!

Thanks for the reply, however, that does not answer my question, I need to see the costs associated with the sale and even in customization, there is not option to have the costs on the report. Please advise if you know of a way 

Hi there, PatM. 

Thank you for getting back to us. As of this moment, we're unable to run the report exactly the way you want. However, you can pull up two reports to get this information. You can use the Sales by Customer Detail report and Item list. Then, customize the report by following the steps below:

1. Click the Customize Report button.
2. Search the detail you want to generate on each report.
3. Add other necessary information.
4. Then, OK. 

Once done, you can export the two reports to Excel and combine the information. You may want to check these articles for more details about modifying and saving what you have currently modified on the report:

• Customize reports in QuickBooks Desktop
• Create, access and modify memorized reports 

I'll be around if you have any additional questions or concerns about QuickBooks. Have a great day and stay safe!

Hi Pat,

Have you tried the job profitability report?  Under Reports>>Jobs, Time, & Mileage>>job profitability detail.

If you're using Inventory items, it'll give you the revenue vs cost and profit on any given customer:job.  The cost it gives you is either average cost or FIFO cost - depending on how your QB is setup for that.  For non-inventory items, it will give you revenue on the report, but I believe it will only give you the cost of those non-inventory items as long as that same customer:job is specified in the corresponding column on the received bill in QB (the same customer:job column that's on the PO template).  That customer:job would need to be specified on every line item of non-inventory items to count as cost towards that customer:job and would only show up on that report if the PO has been received and those received items are directed to a COGS account.