Sales Report - Products filtered by Category

Good to see you here in QuickBooks Community, @beauvinciviolins.

Let me help and guide you on generating a report you need in QuickBooks Online (QBO). 

You can pull up the Sales by Product/Service Detail report and customize it to add the service date. To do this, let me walk you through the steps:

1. Go to Reports from the left menu.
2. Search and select Sales by Product/Service Detail.
3. At the upper-right click Customize, then customize the category. 
4. Select Run Report.

Please check out this article to know more about customizing your reports in QuickBooks Online: Customize your reports in QuickBooks Online.

For future reference, please check out this article about the tracking of sales by Products & Services in QuickBooks Online: Track What You've Sold: Products & Services.

Let me know if there's anything else that I can help you with managing your reports.

Sorry to be dense, but I don't see that option. Screenshot attached.

You're already on the right track in categorizing your products sold with certain categories through a sales report (Sales by Product/Service Detail) in QuickBooks Online (QBO), @beauvinciviolins.

Before we start, I'd like to verify how you set up the category "Consignments" based on your example above? Is it through class, distribution account, or category of the product info?

If the "Consignments" category is set up as a class or distribution account, you need to select it on either the Distribution Account or Class fields while customizing the Sales by Product/Service Detail report. You can also pull up the Sales by Class Detail report to get the details you need.

If the "Consignments" category is set up in the product information (please see the screenshot below for your reference), the option to show it on sales reports is currently unavailable.

In line with this, I encourage you to send feedback or product recommendation. Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

1. Go to the Gear icon.
2. Select Feedback.
3. Type in your recommendation in the Share your feedback field.
4. Click Next.
5. Follow the on-screen instructions to complete the process.

On top of that, here's a couple of helpful articles in keeping you up-to-date with the latest software improvements and enhancements: Customer Feedback for QuickBooks Online.

Also, when you customize your reports in QBO, you're able to focus on the details that matter to you the most (i.e., filter specific accounts, customers, or format the layout). Then, you can opt to save its current customization settings for future use. To learn more about this, you can refer to this article: Memorize reports in QuickBooks Online.

Please don't hesitate to let me know if you need further assistance in categorizing sales reports in QBO. I'll gladly help. Take care and stay safe always.

The category field is associated with the product.

Basically, I need a way to see a list of all of the consignments I've sold within a given time frame. It must be associated with the product. I can not expect employees to memorize with products are or are not consignments and then designate that on the invoice.

I don't think I can associate a class with a product. 

How would you advise I accomplish this since I can't view a report of items I've sold with a particular category designation?

Hi beauvinciviolins!

Thanks for the screenshot. I can see that LollyNino_C has already provided a good report for your consignment items.

There's no need to customize the Sales by Product/Service Detail. It will automatically group the sold items by category, as shown below.

You can also export your report to Excel if you want to do some changes to it.

If you need more help with your report, feel free to go back to this thread. Take care and enjoy your weekend!