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Claire K
January 8, 2022
Question

stock

  • January 8, 2022
  • 1 reply
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Can I generate a report which shows quantity of stock at the beginning of the week, orders taken through the week and from whom, and then stock left at the end of the week?  I use Quickbooks Online and have about 100 products lines.

I know I can get a report for Stock in Hand and separately a list of ordered products, but can I get this information combined?

1 reply

MaryLandT
MaryLandT
January 9, 2022

Hi there, Claire K.

 

QuickBooks Online provides these three reports you can use to monitor the quantity of stock. These are the following statements included in your subscription.

 

  • Stock Valuation Detail
  • Stock Valuation Summary
  • Stock Take Worksheet

 

Using these three reports, you'll be able to generate the stock on hand and a list of ordered products. To get the data that you need, you can each report to an Excel file. 

 

From there, you can manually combine the data in one Excel file since you're unable to get this information within QuickBooks. 

 

Here's how to export reports.

 

  1. Go to Reports from the left menu.
  2. Search for and select the report you want to export.
  3. At the top of the report, select the Export icon, and choose Export to Excel.
  4. Save the file somewhere you can easily find it, like your Downloads folder or your desktop.

 

If you’re missing data when you open the report in Excel, the file's in protected view. In Excel, you’ll need to select Enable Editing to view the full report.

 

If you customise your reports, you can save them so you won't have to go through the same customisation again. Here's a link as a guide: Memorise reports in QuickBooks Online. It includes setting up a schedule and email information for a memorised report or group.

 

You can get back to me by leaving a comment below if you need additional information about your stock. I'm always right here to help you.

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