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SeekingAnswers
January 10, 2024
Question

Adding Custom Fields & Tracking & Basing Reports on Custom Fields

  • January 10, 2024
  • 1 reply
  • 0 views

I want to track expiry dates of products/each line item when products are being received for products like food/supplements. The same SKU of products can have different expiry dates based on when/which batch we receive. Is there a way for me to add a custom field within Quickbooks to enter the expiry date of each line item when I am receiving, and then generating a report whenever needed of products/SKUS based on whatever is expiring soon and the quantity of them?

1 reply

T
Trish_T
January 10, 2024

Hello SeekingAnswers,

 

Welcome to the Community!  Having the ability to apply expiry dates to your products would prove to be beneficial.  QuickBooks Desktop 2023 offers expiration dates, so you can manage your inventory with peace of mind.  I'd be happy to provide more information, so you can get started!

 

It's important to ensure your QuickBooks Desktop product is updated to the latest release, by following the steps below.  Before you can track inventory with serial numbers, lot numbers, and expiration dates you'll need to turn on Advanced Inventory.  You'll then be able to turn expiration dates on and select specific serial or lot numbers based on their expiry date, to ensure the products are sold accordingly.  Here's a valuable guide, for your reference, so you can accomplish your QuickBooks goals without delay!  

 

Here's how to update your Desktop product to the latest release;

 

1. Close your company files and QuickBooks, then open the Windows Start menu

2. Right-click the QuickBooks Desktop icon and Run as administrator

3. While on the No Company Open screen, click on the Help menu and select Update QuickBooks Desktop

4. Go to Options and select Mark All and then hit Save

5. Click on the Update Now tab and select the Reset Update checkbox

6. When you're ready, hit Get Updates.

7. When the update is complete, close and reopen QuickBooks Desktop

8. To install the updates, select Yes

9. Restart your computer.

If you have a Payroll subscription, be sure to download the latest payroll tax table.

 

If you have any other questions, feel free to reach back out.  We would be glad to help!

 

S
SeekingAnswersAuthor
January 10, 2024

I have QuickBooks Entreprise Solutions 23.0. Is the expiry date option available in the version I have too then?

 

Also in the QuickBooks Help topic referenced "Use Serial or Lot Numbers and Expiration Dates " -- is it mandatory to turn on serial numbers in order to activate Expiry Dates? And is the phrase "serial number" used to  reference the SKU that we track (i.e: Item Name/Number)

T
Trish_T
January 10, 2024

Hi SeekingAnswers,

 

The feature is also available in QuickBooks Desktop Enterprise 2023.  Once you turn on the serial or lot numbers, you'll be able to turn on the expiration date.  This is for inventory tracking purposes, although serial/lot numbers are optional on your forms.  However, to ensure you're on the right track with your QuickBooks goals, you can connect with a QuickBooks Desktop specialist here.  Your time is valuable and this will enable our Customer Care team to work with you in real time, and assist you with the best course of action for your business needs.

 

Let us know if you have any other questions or concerns.  We are here for you!

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