cancel
Showing results for 
Search instead for 
Did you mean: 
RKPII
Level 1

How to do cycle counts by bin location

I'm interested in running cycle counts for my inventory. I have my backroom laid out by items in groups, such as all parts to one piece of equipment are all near each other. It seems I can run cycle counts by every other qualifier besides bin location. I don't want to run all over the back room, it'd be much easier to do it one bin at a time. Is this a function I can utilize?

5 Comments 5
Rustler
Level 15

How to do cycle counts by bin location

Not that I am aware of

DivinaMercy_N
Moderator

How to do cycle counts by bin location

Welcome to the QuickBooks Community, @RKPII. I'm here to give you details about this.

 

In QuickBooks Desktop (QBDT), you can assign a bin location to the items for the cycle count. Let me walk you through the process:

 

  1. Navigate to the Inventory menu and click Cycle count.
  2. Choose Create new cycle count.
  3. Next, select a Site.
  4. Click Find & Select Items, then use Find and/or the dropdown to identify the items for the cycle count. You can also use custom fields to filter multiple items at once.
  5. Mark the desired items and then select Add Selected Items. Your cycle count form will appear.
  6. If a single item is in more than one bin location, a separate line (task) will show for each bin location for that item.
  7. Next, assign to a specific warehouse person if needed.

 

For your reference about the process, feel free to open this article: Cycle Count in Advanced Inventory. It also provides steps in resolving discrepancies and closing a cycle count.

 

I've also attached this helpful link for suggestions on how you might manage your inventory in various ways: Setup and use the Warehouse Manager in QuickBooks Desktop mobile. 

 

Should you have any other concerns with doing cycle counts in QBDT. Leave a reply below. I'm always here to listen and ensure your needs are met.

RKPII
Level 1

How to do cycle counts by bin location

Thanks for the reply. I've found those instructions quite a few times. I am looking for a way where I can batch add every part in a certain bin location, instead of searching for every part number in said location. As it's already tracked in QuickBooks, I don't want to have a separate list of bin locations just to do cycle counts.

JasonB17
Level 3

How to do cycle counts by bin location

Has there been an update in QB's to do this? I have multiple aisles with multiple shelves/bins and searching by item and manually adding parts is a waste of time. 

AileneA
QuickBooks Team

How to do cycle counts by bin location

Hello, JasonB17.  

 

I understand you're looking for a search by item and automatically adding the parts to the inventory to cycle count with bin location. This way, you can track your inventory easily without going to each item. Unfortunately, this feature is not currently available in QuickBooks Desktop. Our team is constantly working to enhance our services and offer more features to our users. Therefore, please provide feedback to our Product Engineering team. Your feedback is important to us, as it can assist us in creating better products and services.

 

Our Product Engineering team is dedicated to constantly improving and enhancing our offerings. We value your suggestions and encourage you to send us your feedback. Your ideas will be carefully evaluated and considered for inclusion in our future product developments. So, please share your thoughts with us. We appreciate your input.
 

To submit feedback for QuickBooks Desktop, here's how:

 

  1. Click the Help option.
  2. Choose the Send Feedback Online.
  3. Select the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Tap the Send Feedback button. The feedback is sent.

 

Check out these links for more tips on managing your advanced inventory in our system: 

 

 

Your valuable feedback is important to us and will help us improve your experience in QuickBooks. So please don't hesitate to contact us again if you need further help. I'll be happy to extend another service for you. Have a great day!

Need to get in touch?

Contact us