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September 16, 2022
Question

I want to see the movement in and out of a particular item, all P.O.'s, receipts, invoices. On QB desktop, you simply right click on the item and click "quick report"..?

  • September 16, 2022
  • 1 reply
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1 reply

Level 10
September 16, 2022

Hello there, @gearoid-southern.

 

Let's go to the Product and Services page and utilize the Run report option so you can pull up a QuickReport for a particular item in QuickBooks Online (QBO).

 

The same goes for QuickBooks Desktop (QBDT). You can run a QuickReport for a particular item to see its movement in QBO. To do this, here's how:

 

  1. Go to the Gear icon.
  2. Select Products and services.
  3. Find the item you want and click the Edit drop-down arrow under the Action column.
  4. Choose the Run report option.

 

Once you're done, you can customise the QuickReport to focus on the details that matter the most to you.

 

Also, you may want to check out this article as your reference to guide you in learning specific ways to customise your reports to fit your specific needs in QBO: Common custom reports in QuickBooks Online.

 

Let me know if you have other reporting concerns or questions about managing items and income transactions in QBO. I'll gladly help. Take care, and I wish you continued success, @gearoid-southern.