Changing from serial to lot numbers

Hi there, @RichJ.

Thanks for sharing what you've done so far to fix the error you're getting when changing from Serial to Lot Numbers. I'm here to help sort this out.

Since you already tried to find all the transactions and deleted the serial numbers, let's double-check if there are still other transactions that have multiple serial numbers. To do this, let's go ahead and pull up the Transaction Detail by Account.

Here's how:

1. Go to Reports menu at the top.
2. Select Account & Taxes on the drop-down, then Transaction Detail by Account.
3. Click Customize Report on the upper left.
4. On the Columns search box, type Serial Number then put a check mark.
5. Click OK.
6. Make sure to select All on the Dates drop-down, then look for the transactions that have multiple serial numbers.
7. Double click the transactions one-by-one to edit.

Once done, go back to the Preferences menu to change from Serial to Lot numbers.

Here's how:

1. Go to Edit menu at the top.
2. Select Preferences on the drop-down.
3. Choose Items & Inventory on the left panel.
4. Click the Company Preferences tab, then select Advanced Inventory Settings.
5. On the Serial/Lot Numbers tab, put a check mark on Enable Lot or Serial Numbers.
6. Choose Lot Numbers, then click OK.

That should get you fixed right up! But if you're still receiving the same error message, please let me know so we can try other steps to get this working for you. I want to make sure that this is fixed.

I have received the same error when attempting to change from serial numbers to lot numbers.  I have run the transaction report and it comes up with no serial numbers (all have been deleted), I am still receiving the same error.  Do you have any other suggestions?

I am having the same issue. I have verified that the Transaction Detail reports does not have any transactions with multiple serial numbers. I still can't change to lots.

Thanks for joining the thread, @jerrym. I'd like to make sure your concern will be taken cared of immediately. 

Since you have already verified that the Transaction Detail report doesn't have any transactions with multiple serial numbers, I'd suggest you contact us. Our Customer Care team can pull up your account and conduct a screen sharing session to review your data and help you further in changing the serial numbers to lots. 

Message us again if you need help with anything else about QuickBooks. We're always here to help. Take care!
 

Thanks for getting back to us, jerrym.

I have additional troubleshooting steps that usually resolves this.

Let's find any adjustments associated with multiple serial numbers. Follow these steps to pull up the Custom Transaction Detail report:

1. Go to Reports.
2. Hover your mouse to Custom Reports and select Transaction Detail.
3. In the Display tab, set the date to All.
4. From the Filters tab, search for Transaction Type.
5. From the Transaction Type drop down, choose Inventory Adjustment.
6. Click on OK.

For your visual reference, I've attached some screenshots.

Then, click on each inventory adjustment and make some changes. But before you do so, I recommend you reaching out to your accountant.

The following article will walk you through activating the Lot Number feature in QuickBooks Desktop: Use Serial or Lot Numbers.

Please let me know how it goes by leaving a comment below. I'll keep an eye to your response and help you further.