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Simple way to auto-generate an inventory report once per day?

We are constantly running into issues between departments where one department thinks we have more inventory than we do because the other department has access to QB desktop and the other does not.  Is there not a simple way to just automatically send a PDF or Excel of whatever is in inventory at a scheduled time once per day, or something similar?  We're not looking for real time or anything, just something helpful so they know in the morning where things stand.  Even if not emailed, just saved locally, and I can have it save to Google Drive or something so they have access... anything would be helpful.

Best answer 04-26-2019 06:52 AM

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Re: Simple way to auto-generate an inventory report once per day?

Yes you can set up an automatic or scheduled report. The two links I include cover first, customizing reports in QB desktop and second (also accessible link from first) details on precisely setting of a scheduled report.

 

1. https://quickbooks.intuit.com/community/Reports-and-accounting/Customize-reports-in-QuickBooks-Deskt...

 

2. https://quickbooks.intuit.com/community/Help-Articles/Set-up-and-modify-Scheduled-Reports/m-p/202641

 

The downside of scheduling reports is that

A. the host computer must be on and not in sleep or hibernate

B. The company file must be set to single user mode for the report to generate after which you would turn back on multi-user mode

 

As you can see it is simple to set up but not so simple to disseminate. Last task of each day would be to turn off multi-user mode and also make certain the host computer is constant "on" and first task in morning would be to turn multi-user mode back on before anyone else attempts to log in.

2 Comments
Established Community Backer ***

Re: Simple way to auto-generate an inventory report once per day?

Yes you can set up an automatic or scheduled report. The two links I include cover first, customizing reports in QB desktop and second (also accessible link from first) details on precisely setting of a scheduled report.

 

1. https://quickbooks.intuit.com/community/Reports-and-accounting/Customize-reports-in-QuickBooks-Deskt...

 

2. https://quickbooks.intuit.com/community/Help-Articles/Set-up-and-modify-Scheduled-Reports/m-p/202641

 

The downside of scheduling reports is that

A. the host computer must be on and not in sleep or hibernate

B. The company file must be set to single user mode for the report to generate after which you would turn back on multi-user mode

 

As you can see it is simple to set up but not so simple to disseminate. Last task of each day would be to turn off multi-user mode and also make certain the host computer is constant "on" and first task in morning would be to turn multi-user mode back on before anyone else attempts to log in.

Frequent Contributor *

Re: Simple way to auto-generate an inventory report once per day?

Thanks so much for that!  It's definitely better than "No".... I can work with that.  Thanks again!