Skill: Sales by Product Report

The Sales by Product Report skill generates a QuickBooks report that breaks down sales revenue by product or service. This helps agents answer questions about which products are top sellers, service revenue trends, and product-level performance.

Parameters

Parameter	Type	Required	Description
`start_date`	`string`	No	Start of the reporting period in `YYYY-MM-DD` format. Defaults to the beginning of the current fiscal year.
`end_date`	`string`	No	End of the reporting period in `YYYY-MM-DD` format. Defaults to today.
`accounting_method`	`string`	No	Either `Accrual` or `Cash`. Defaults to the company’s QuickBooks preference.
`item`	`string`	No	Filter the report to a specific product or service by QuickBooks item ID. If omitted, includes all products and services.

Example usage

“Which products generated the most revenue this quarter?”

The agent would invoke this skill with:

start_date: 2026-01-01
end_date: 2026-03-31

Or for a specific item:

“Show me sales for our Enterprise Support package over the last 12 months.”

The agent would invoke:

start_date: 2025-03-18
end_date: 2026-03-18
item: 456

Response structure

The skill returns a report grouped by product or service, with each row containing:

Product/Service name — the item’s name in QuickBooks.
Quantity sold — total units sold in the period.
Sales amount — total revenue from this product/service.
Percentage of total — this item’s share of total sales.

The report includes a total row summing all product sales. This is useful for identifying best sellers, underperforming products, and shifts in product mix over time.

API endpoint

POST /api/quickbooks/v1.0/sales-by-product-report