Note: The following information applies only to QuickBooks Accountant and QuickBooks Enterprise Solutions.
The Troubleshoot Inventory tool contains several views of potential inventory problems. By changing which items are shown and the inventory criteria, you can see the items in the way that best suits the client's company. After the inventory list is shown, you can Quick Zoom to an inventory item and correct any errors. The status column between the End Qty and Neg Qty? column indicates any irregularities in the inventory, such as negative quantities or items that are out of balance.
|●||The green circle indicates that there is no negative inventory for this item.|
|⚠️||The yellow warning triangle indicates that there is negative inventory for this item.|
The default value for the To and From dates is the review period. You can change the dates as needed. After changing the To date, use the tab key or click anywhere else on the screen to refresh the display. These dates only apply to the beginning quantity, bought, sold, adjustment, ending quantity, and negative quantity columns.
Note: If the entered From date is later than the To date, CDR automatically makes the earlier date the From date and the later date the To date.
There are several views of inventory available. After changing the view, click Refresh to display the inventory list with the new criteria. The Type, Cost, Avg Cost, Sales Price, and % Markup columns have a different background colour for readability. The different background colour does not have a special meaning.
The Show Items dropdown box has three options. All displays all inventory items, All Active displays only the active inventory items, and Filtered By display inventory items that meet the criteria below this box. If you choose All or All Active, all the criteria items are greyed out and are you cannot choose them. It does not matter if the greyed out items are selected or not. The default choice is Filtered By.
If the Show Items box is set to Filtered By, you can use any or all of the criteria to determine which inventory items are displayed; the list is filtered by the selected items. The five criteria are as follows:
If the list is too large to work on, add or change the criteria to limit it.
There are four ways to diagnose and fix inventory problems, as follows: