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Reporting by invoice item (not category)

TimHandyman

Quicken allows the user to create "items" on invoices and estimates. Each item is assigned to a "category". I have found no way to create or modify a report that will list (by transaction) or total 'items" across invoices. As one would do in trying to track inventory or sales by "item".

If I sell 10 types of widgets (each with an item name), for example, I can only get a total for all widgets (category). Creating a subcategory for each type of widget becomes very cumbersome. Any suggestions?

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Comments

NotACPA

What you're asking is, fundamentally, an inventory question ... and H&B can't handle inventory.

You need to look at using Quickbooks, which can handle inventory, for your business.

TimHandyman

It isn't just an inventory question, I just used that example. Why allow 'items" on invoices if there is no way to quantify their use? If one had a Labor item (or even category) with an hourly rate, and entered number of hours and hourly rate on the invoice, there is no way I have found to see or to track total hours or average hourly rate across transactions (invoices). Quicken Home and Business/Property version, at minimum, should be able to do this if they want to hold onto their business users. Otherwise, yes, QuickBooks is definitely better choice for businesses

NotACPA

H&B is intended for Sole Proprietors who don't have employees and don't have "Inventory" (that they buy at one price and sell at another).

H&B is, simply, not intended for what you want. Try QB.