This is not the impression we want you to experience, redjed.
QuickBooks only tracks purchases or sales orders for inventory items. In this case, you'll want to run reports for purchase order and sales order. Then, export them to Excel to modify the column to add the non-inventory items. Here's how to run a report to see purchase orders and sales orders by item:
- From the Reports menu, choose Custom Report.
- Select Transaction Detail.
- Under the Display tab, choose the following columns:
- Amount
- Balance
- Date
- Name
- Num
- Item
- Qty
- Type
- On the Total by drop-down menu, select Item detail.
- Under the Filters tab, select the following filters:
- Detail Level: All except summary
- Item: All Sales Item
- Posting Status: Non-posting
- Transaction Type: Multiple Transaction Types: Sales Orders and Purchase Order.
To learn more about the two worksheets, check out these articles:
If you need help performing any report tasks related to your account and company settings, browse all articles from this link: Reports Related Help. This guides you on how you can manage your financial reports.
Leave a comment below if you have other concerns related to exporting or managing report data. The Community and I will be around to help you. Have a great day ahead.
