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Joseph-Rey-Rivera
Level 1

Does Quickbooks generate a Sales Report by Category?

 
1 Comment 1
RhoiceW
QuickBooks Team

Does Quickbooks generate a Sales Report by Category?

Hi there, Joseph. Thank you for your inquiry regarding sales reports by category.

 

If you are referring to items assigned to specific categories, QuickBooks Online (QBO) currently does not generate a report that groups sales transactions solely by category. However, you can pull up the Sales by Customer Detail report, which allows you to see the categories assigned to each product in your sales transactions.

 

To access the report, here's how:

 

  1. Go to the Reports tab.
  2. On the search bar, enter Sales by Customer Detail.
  3. Run the report to view details, including the categories for each product sold.


If you are referring to transactions categorized by specific income accounts, you can filter your reports accordingly. You can add the Distribution account in the report filters to determine which specific account the transactions are associated with.

 

This way, you can effectively analyze your sales based on item categories or account distributions as needed.

 

If you have any further questions or need assistance in generating these reports, please feel free to reach out. I'm here to help.