Inventory Valuation Detail Items

7 replies
98 views

How can I get the inventory valuation detail report to show the product/service? I've tried all the customization features but only get the product number - not the description. Thanks.

QuickBooks Online

F

FaithA

Level 1

I appreciate you for exploring the customization options on the report, LeAnn. Let's walk through a few additional troubleshooting steps to get this sorted out. I’m here to assist you every step of the way.

First, let’s make sure that the descriptions for your inventory items are entered correctly. This ensures that QuickBooks Online (QBO) has the right data to display in your reports.

Navigate to the Sales menu on the left-hand side.
Select Products and Services.
Ensure that the descriptions are correctly entered in the Name column.
Click Edit under Action to edit the basic info of the product.
Select Save once done.

Next, run your report in an incognito browser to bypass any cache issues that might be causing the problem. This helps isolate issues by preventing stored cache data from interfering. Log in to your QuickBooks account through an incognito window.

Google Chrome: Press Ctrl + Shift + N
Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + P
Safari: Press Command + Shift + N

If the report displays correctly in incognito mode, the issue is related to your browser’s cache. Clear the cache from your regular browser to refresh and fix display issues caused by stored data.

For more details on managing inventory and reports, you'll find these guides helpful:

Additionally, for a more efficient workflow, you can memorize the customized report settings so they’re always readily available when you need them. Here's a future reference: Create, access, and modify memorized reports.

Also, allow me to inform you about our QuickBooks Live Expert Assisted team. They’re seasoned pros who can help you ensure your financial processes are streamlined and can offer bespoke advice to meet your business's unique needs. This isn’t just about making things easier, it’s about making them better.

Feel free to circle back and keep the discussion going in this thread if you have additional questions about customizing your reports. We're always here to offer expert guidance tailored to your needs. Take care.

L

LeAnn 12Author

New Member

The names are showing correctly in products and services. I used a different browser with the same result. Still not showing the names of the products. Any other thoughts? Thanks.

S

SheandL

QuickBooks Team

I appreciate your efforts in following the instructions provided by my colleague in locating the product and service description in the Inventory Valuation Detail report, LeAnn. Since you've completed all the required steps and still can't find it, I'll connect you with the appropriate team for further assistance.

I recommend reaching out to our live support team, as they are equipped with the necessary tools and expertise to address this matter. They can securely access your account to further examine the concern and determine the most effective way to resolve it.

To contact them, here's how:

Sign in to your QuickBooks Online company.
Select Help (?).
Select either of these tabs:

Assistant tab, then enter your question or topic.
Search tab and enter a keyword or topic to view the click on Contact Us button.

Please know that for Plus, Essentials, and Simple Start subscribers, support is available Monday through Friday from 6 AM to 6 PM PT and on Saturday from 6 AM to 3 PM PT. Advanced subscribers can contact support at any time and on any day.

Additionally, here are some articles you can refer to for seamless management and tracking of your inventory items:

The Community space is always available if you have other concerns or questions about managing your inventory reports in QuickBooks, LeAnn. We'll be glad to assist you.

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