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ubcgroupusa
July 10, 2024
Question

Item turnover report by quanities

  • July 10, 2024
  • 1 reply
  • 0 views

Hello!

Couldn't find any similar reports in QuickBooks Enterprise where I could see a Beginning Stock for item(s) selected, how many were received in the period, how many were sold in the period and Ending Stock. Just that easy. All reports I found show On Hand as of today (or specific date) but not like Beginning and Ending Stocks. The only way I could see it now is just to click on every item and see it's Quick Report, but what if I need to see summery for 2,000 items? Appreciate any advise!

P.S.: I see that there is a new report has been added Inventory Turnover by Item and it has Closing and Opening Stocks, but those are values in $, not in quantities as I need them to be.

1 reply

J
Jelayca V
July 10, 2024

I can see the importance of having a view of your inventory stock, @ubcgroupusa. Let me offer you an alternative to how to get this done in QuickBooks Desktop (QBDT).

 

Currently, QBDT Enterprise does not have a built-in report that shows beginning and ending stock levels for selected items, along with received and sold quantities during a specific period. However, we have a workaround that could help you get the required information.

 

You can consider generating the necessary details by running two separate reports—the Inventory Valuation report and the Sales by Item report—and then combining the data. Follow these steps to achieve this:

 

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

 

Once you have both reports, you can export them to Excel. Here’s how:

 

  1. Click Excel at the top of the report in QuickBooks.
  2. Choose Create New Worksheet or Update Existing Worksheet and follow the prompts.

 

After exporting, you can combine the data in Excel to create a comprehensive view of your inventory items.

 

Additionally, QBDT allows you to fully customize any report you generate. You can adjust the data displayed, add or remove columns, modify the header/footer information, and even change the font and style of the report to meet your needs.

 

Don't hesitate to reach out to us if you have further questions about reports in QBDT. The Community is always available to help you out anytime. Best regards.

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