Hello there, JBoosalis. You can pull up the Physical Inventory Worksheet report and then print or export it to Excel to enter the physical count and compare it to the quantity on hand in QuickBooks Online. Here's how: Go to the Reports tab. Scroll down to the Sales and customers section. Select Physical Inventory Worksheet. Click on the Print icon or, Export to Excel. You can check this article for more details: Use reports to see your sales and inventory status. I'm also adding these resources for additional guide: Types of inventory reports that help fuel business growth How to track what you've sold: Inventory, Summary Reports & more. If you need further assistance, don't hesitate to ping me. I'll be around here in the Community.

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JBoosalis

Question

I would like to conduct a physical inventory. I see where you can print count books but is there a simple way to enter the count?

Forum|Forum|4 years ago
April 5, 2022
3 replies
47 views

QuickBooks online

QuickBooks Online

lin_jcaj

Level 9

Hello there, JBoosalis.

You can pull up the Physical Inventory Worksheet report and then print or export it to Excel to enter the physical count and compare it to the quantity on hand in QuickBooks Online.

Here's how:

Go to the Reports tab.
Scroll down to the Sales and customers section.
Select Physical Inventory Worksheet.
Click on the Print icon or, Export to Excel.

You can check this article for more details: Use reports to see your sales and inventory status.

I'm also adding these resources for additional guide:

If you need further assistance, don't hesitate to ping me. I'll be around here in the Community.

JBoosalisAuthor

My question was about how you go about entering the physical count once the inventory has been counted using the report . The only way I see is by having to go into each item individually vs a running continuous way. Is there another way to enter counts into QB online?

Rubielyn_J

Level 8

I can see the importance of having another way to enter counts into QuickBooks Online, @JBoosalis.

Currently, you can only open an item at a time to enter the quantity. I've got other another option you might want to consider.

You can use a third-party app if you wish to enter or edit physical inventory by bulk. To proceed, you can visit the QuickBooks Apps site and look for an app that meets your business needs.

Another way to perform this task is by going to the Apps menu on the left panel within your company file. From there, enter a keyword in the search field to narrow down the results.

In case you need help with tracking inventory in QuickBooks Online as well as on knowing the reports to use, you may go through the resources below:

I'm still up and running to help you with any inventory-related concerns you may encounter. Just reply in this thread, and I'd be pleased to give some pointers.

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