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H
HMCarley
February 24, 2024
Question

Can I create an Inventory Report by DATE ADDED for QBDT Enterprise?

  • February 24, 2024
  • 1 reply
  • 0 views

I need to run a report showing all items added to inventory from the beginning of the year.  We use 2024 QBDT Enterprise with Advanced Inventory.

 

I thought I could search by the "As of" date which is documented when adding a new inventory item (see picture).  I can't seem to find "as of" as an available filter.

 

 

Can anyone help or provide suggestions?

 

I need to modify all the newly added items (Jan 1, 2024 to present) to properly reflect the inventory as of 12/31/23 for tax purposes.  The person assigned to do this did not follow my directions and I'm pressed for time to make the proper corrections before meeting with the accountant.

 

I thought this would be the quickest way.  Open to anyone advise as this point.

 

Please HELP!!!

 

(And THANK YOU!)

 

 

1 reply

J
Jelayca V
February 24, 2024

Hi there, @HMCarley. Allow me to share with you some insights regarding the matter at hand. 

 

Currently, QuickBooks Desktop (QBDT) does not have the option to filter items added to the Inventory within a specific date range.

 

You can, however, run the Inventory Valuation Detail or Summary report to help you identify the items added in January based on the values populated in the report. To run this report, here's how:

 

  1. Hover to the Reports menu, then select Report Center. 
  2. Select Inventory for the Inventory Valuation report. You can choose whether the Summary or the Detailed one. 
  3.  Click Run, to run the report. 

 

In addition, if you want to add this feature to the program, I suggest sending your valuable feedback to our product developers. By doing so, you can help us improve our services and make your experience with QBDT even better. To submit your request, follow the steps below.

 

  1. Go to the Help option.
  2. Choose Send Feedback Online.
  3. Click Product Suggestion. A pop-up window displays.
  4. Enter your feedback suggestion
  5. Click the Send Feedback button.

 

Rest assured that our developers will review and consider your feedback depending on the requests received.

 

Furthermore, QBDT allows you to customize any report you generate. You can personalize the data, add or delete columns, include or remove information on the header/footer, and even customize the font and style of the report.

 

Don't hesitate to reach out to us if you have further questions or require assistance with Inventory in QBDT. The Community is always available to help you out anytime. Best regards.

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