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. 

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.