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Level 1

filtering inventory report by activity

I am trying to generate a report of any inventory items that have not had any activity in over 1 year. I need to write off dead inventory and dispose of it. I would also like to run an activity frequency report for every item. I am using Enterprise Solutions 2018 Manufacturing & Wholesale Desktop

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QuickBooks Team

filtering inventory report by activity

Hello there, TomOs.

 

That's an interesting question! I'm here to share the details about the reports available in QuickBooks Desktop and how you can get the information you need. 

 

At this time, QuickBooks Desktop doesn't have specific reports for the inventory items you haven't used for a span of time and an activity frequency inventory tracker. As a workaround, you can opt to run and filter either the Sales by item Summary or Purchases by Item Summary report.

 

The first one will show your total sales for each product or service over a specific period of time. While the latter displays the inventories you've purchased for the year. Then, compare the data to the Item Listing report. 

 

This way, you'll be able to see which of those have consistent activities. Here's how you can run and filter the reports mentioned above:

  1. Go to Inventory at the top menu bar, then Item List.
  2. At the bottom, click the Reports drop-down and select Reports on All items.
  3. Choose Purchases, then Purchases by Item Summary (or pick Sales Report, then By Item Summary).
  4. Select the dates you need. 
  5. Click Customize Report (if there are filters you want to add).

To open the Item Listing report:

  1. Go to Inventory at the top menu bar, then Item List.
  2. At the bottom, click the Reports drop-down and select Item Listing.

That's it! You should still be able to get the information you need from any of these reports. While you can't delete items from the list, you can make them inactive. 

 

To do so:

  1. Click Lists at the top menu bar, then Item List.
  2. Double-click an inactive item.
  3. Put a check mark in the Item is inactive box. 

You might want to check out these articles for future reference:

 

Customize reports in QuickBooks Desktop

Add, edit, and delete items

 

You're all set now! Let me know if you have additional questions or you need anything else in QuickBooks Desktop. I can always swing by to help you out. 

Highlighted
Level 1

filtering inventory report by activity

Thank you for the idea, I greatly appreciate it. But with over 30,000 items, it's pretty unmanagable to use. Maybe one day QB will realize a lot of users are in the service business with large inventory lists and actually develop a system tailored to the industry. The ability to also have a service scheduler/invoicing that fully integrates with accounting would be great (their 3rd party software falls woefully short but all that is a topic for another discussion.

Highlighted
QuickBooks Team

filtering inventory report by activity

Thank for the prompt response, @TomOs.

 

I appreciate you letting us know your insights about the feature to generate specific reports for the inventory items you haven't used for a span of time and an activity frequency inventory tracker. I have some information you may use to share this thought with our product engineers.

 

I encourage you to send feedback straight to our product developer to let them know you'd like this feature added in QuickBooks.


Here's how:

  1. Go to the Help tab.
  2. Choose Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your request/product suggestion.
  5. Click Send Feedback tab.

We truly appreciate hearing from you to incorporate this feature in future updates. To reinforce your request, I'll also be sending a product suggestion about your concern.


This information should get you in the right direction. Feel free to drop by the Community again if you have other questions. Have a nice day!

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