Report on an Item

QuickBooks can run detailed reports on any item, account, or product.

Sort a Report

1. Click the Sort arrow.
2. Select a sort option.
   

Change the Reporting Period or Grouping

1. Open the list where the item is saved.
   

OR

1. Enter a start date and end date for the reporting period.
2. Click the Group arrow and select the item to group by.
3. Click Run Report.
   

Share a Report

1. Click a button in the top right of the screen to share a report:
   • Email to send the report as PDF attachment.
   • Print to print the report.
   • Export to download the report as Excel spreadsheet or PDF.
   

Change Report Settings

1. Click the report's gear icon.
2. Click Show More to view all the settings.
   
3. Check the desired report settings.