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February 18, 2025
Question

Help generate report on all serial numbers scanned per item

  • February 18, 2025
  • 1 reply
  • 0 views

Hi,

I need to generate an Excel report for a specific item or description sold from January to the present.

The report should include every serial number invoiced for that item for each customer with invoice number and date

 

I have the inventory serial number add-on for Quick Books.

 

I have tried with no success.. 

 

Please help..

 

1 reply

February 18, 2025

We can run the Sales by Item Detail report and tailor it to your needs, Kenster2028. I'll be here to guide you in completing this process. 

 

This report in QuickBooks Desktop Enterprise gives a detailed breakdown of sales data for each item sold. It ensures that every aspect of each sale is recorded accurately, providing valuable insights for inventory management. To customize this report, please follow the steps below:

 

  1. Open your QuickBooks Desktop. 
  2. Go to the Report menu, then Sales and select Sales by Item Detail.
  3.  Head to the Customize Report button, then Display.
  4. On the Column section, please check the following: Type, Date, Num, Name, Item, Qty, Serial Number. 
  5. Once done, go to Filter, then type TransactionType.
  6. Select Invoice on the TransactionType dropdown
  7. After that, click OK.

 

Afterward, you can export this report to Excel and organize the data accurately.

 

Here's a screenshot for your reference:

 

Additionally, I'll include this article for guidance on how to retain the customization settings for your personalized report in QuickBooks: Create, access and modify memorized reports
 

The Community forum is always available if you have any other concerns or questions about generating reports that include serial numbers, Kenster2028. I'll be here to help you anytime.