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July 4, 2025
Question

Compare COGS category to sales/product category

  • July 4, 2025
  • 1 reply
  • 2 views

I want to find the margin of a product, month to month, or week to week.

I have the COGs category setup, and the sales product category set up. Is there a way to have a custom report that shows them side by side?


1 reply

QuickBooks Team
July 5, 2025

Thanks for reaching out, @provincialmoving.

You mentioned setting up Cost of Goods Sold (COGs) and a product sales category. Are these categories intended for both product and service items? If that’s the case, you can generate a Product/Service List report, select the customized items, and filter the date. The results will be displayed as lists, although they won’t appear side by side.
 

Here's how:
 

  1. Open the Reports menu.
  2. Search for the Product/Service List report. 
  3. Apply filters for categorized items and dates.
  4. Click on Run report.
     

Alternatively, you can export the reports to Excel, and from there, you can customize the report to show side-by-side comparisons of COGS to sales/product categories.
 

If you mean something else, please feel free to add your comments below.