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Arif3
March 17, 2021
Question

Tracking what inventory my customers have

  • March 17, 2021
  • 4 replies
  • 17 views

We are shopping for a new account software. We are coming from E-Automate.

 

Right now we have an ability to see a list of all the equipment we sold ( including serial numbers ) and can sort it by customer so can see who we sold it to. Is there anyway to do this in quickbooks online or desktop?

 

Thanks

4 replies

MaryLandT
MaryLandT
Level 10
March 17, 2021

I can help you choose which QuickBooks product you need that can track serial numbers, jonnymicros.

 

QuickBooks Desktop Enterprise lets you set up serial numbers to track certain transactions. You can use this if you:

 

  • Buy and sell inventory items that have unique serial numbers
  • Keep track of which customers bought specific serial numbers
  • Want to know which serial numbers are in inventory
  • Need a report that shows the invoices related to a specific serial number (this helps you track down a serial number's history for a warranty).

To add serial numbers, you need to turn on Advanced Inventory. Learn more about this through this link: Use Serial or Lot Numbers.

 

I'm also adding this link if you want use the product: QuickBooks Desktop Enterprise.

 

On the other hand, we use SKU when creating a product/service item in QuickBooks Online (QBO). Or you can use any third-party application that supports a serial number and integrate it to QBO.

 

 

While you decide which product to use for your business, you can use our sample files and navigate features through this link: QuickBooks Test-Drives and Trial Links – Find the Software that Fits Your Business.

 

Drop me a comment below if you have any other questions or concerns. I'm here ready to help and make sure you're taken care of. Have a good one.

Arif3Author
March 17, 2021

thanks for the reply. so i would need enterprise desktop as well as pay for the advanced inventory just to be able to attach a serial number to an item? 

MadelynCModerator
Moderator
March 17, 2021

If having this feature provides your business needs, then yes, @Arif3.


QuickBooks Desktop Enterprise has the advanced inventory ability that allows you to control and manage items.  


You can download a trial version to see the features and functionalities of QuickBooks Desktop Enterprise. Check out this article to learn more about the frequently asked questions when downloading QuickBooks.


In addition, here’s a detailed guide to set up Advanced Inventory. This also provides ways to track inventory stored at different sites or locations.


Don’t hesitate to message us if you need further assistance with QuickBooks. We’re always here to help you out. Have a good one!

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