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Safe and Sound Consulting
Level 1

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

 
8 Comments 8
JamesM
QuickBooks Team

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

Hi info581,

 

Thanks for posting in the Community. I'll be happy to share info about running a year to date report with a per item charge breakdown.

 

Based on your description, it sounds like you're also using inventory in QuickBooks. If so, you'll need to run an Inventory Valuation Summary Report and filter it for year-to-date. To access this report, click Reports on the left menu pane and enter the report name in the search field. After hitting search, click on the report and you should see something like this: 

 

 

Give this report a try and let me know how you make out. I'll be on standby in case you need further assistance. 

Safe and Sound Consulting
Level 1

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

I invoice labour to different clients, not inventory per say; so I just want to run a report that shows the product/service breakdown by sku rather than having to export every invoice individually into a spreadsheet and then sort it from there. 
Safe and Sound Consulting
Level 1

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

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JamesM
QuickBooks Team

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

Hi there. Could you try searching for the report on the Reports page? I'll send a screenshot below for reference:

 

JamesM
QuickBooks Team

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

I'll be on standby.

Safe and Sound Consulting
Level 1

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

I have no reports that go beyond "Inv.." on the reports search.
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Safe and Sound Consulting
Level 1

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

I just need a simple "Income by Services Report", not sure why this is so hard to do for $37/ month >.<

 

AddieC
QuickBooks Team

How do I run a year to date report with a per item charge breakdown? Nobody seems to know...

Gotcha. I have another suggestion of a report that may work for you if you don't have access to the Inventory report. Try searching for the Sales by Product/Service Detail Report. This report shows your sales, grouped by product or service. It includes the date, transaction type, quantity, rate, amount, and total. Let me know if that works for you. I'll be here if you have further questions.

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