Physical inventory worksheet

Hello, 67FARMER.

Thanks for reaching out for support here in the Community. I'm happy to provide some info about the physical inventory worksheet in your QuickBooks Desktop account.

When printing a physical inventory worksheet with bin locations in QuickBooks Desktop, new inventory items might appear on the last page, not grouped with items in the same bin, because the bin locations are not being correctly associated with the new item during its creation or transaction.

To verify bin location settings:
1. Go to Edit > Preferences > Items & Inventory > Company Preferences.
2. Click on Advanced Inventory Settings.
3. Make sure that "Track bin Locations within Inventory Sites (row, shelf, or bin)" is checked

The following article provides additional info about setting up Advanced Inventory.

Please feel free to drop a comment below if you have any other questions. I'll be here to help.

Okay i tried what you said and nothing changed. In fact I sent up a new part and used BIN location 10. That fell into line with the others. Then I changed it to BIN location GC15 and it came at the end of the report with all the other letter locations we have added?

I appreciate your effort in performing the steps mentioned above, 67FARMER. Let's confirm the items are added to the specific BIN location. Let me show how it goes.

You can ensure that when recording a new item, it is assigned to the correct location. Please note that QuickBooks is intended for recording purposes only and will accurately reflect the data you have entered.

However, if you verify that the item has been posted to an incorrect BIN location, you can transfer the inventory to the correct BIN location accordingly.

Otherwise, if the item is in the correct BIN location, I recommend running the verify and rebuild the data to ensure everything is in order before you proceed with the migration. This will give you an extra layer of confidence that your data is ready to be moved without any issues.

I will also include this article to help you learn how to import or export information with QuickBooks: Import and export data in QuickBooks Desktop.

Tag me in if there’s anything else you need assistance with in managing your QBDT inventory. I’ll be around to lend a hand. Keep safe and more successful in your business.

We don't have transfer inventory when we bring this up like the screen you showed. It seems only new inventory that has a letter location goes to the end of the report. Anything numerical goes into the correct place.

I appreciate you coming back to the thread to add further details and clarification regarding the transfer inventory process, @67FARMER. With this, I'll share information.

The absence of the Transfer Inventory option may result in temporary data damage in the program, which could cause the loss of specific features. To address this, we can use the Verify and Rebuild tool.

It examines your company file for any issues contributing to the problem and initiates necessary repairs. Before doing so, ensure that you update QBDT to the latest release. To verify your company data:

1. Go to Window and select Close All.
2. Select File, then Utilities.
3. Click Verify Data.
   *QuickBooks found no issues with your data—everything is intact, and no further action is required.
   *If you encounter an error message, search for it on our QuickBooks Desktop support site for resolution steps.
   *If your data has lost integrity and data damage is detected, proceed with rebuilding your data to correct it.

Here's how to rebuild:

1. Navigate to File, then Utilities, and choose Rebuild Data.
2. QuickBooks will prompt you to create a backup before rebuilding your company file. Click OK, a backup is mandatory for rebuilding.
3. Choose a location to save your backup, then click OK. Avoid overwriting an existing backup file; instead, input a new name in the File name field and click Save.
4. When you see the message "Rebuild has completed," click OK.
5. Next, go to File, select Utilities, and choose Verify Data again to check for any additional damage.
6. If further damage is detected, you'll need to address it manually. Look up the error(s) in the qbwin.log on the QuickBooks Desktop support site for instructions on how to fix them.
7. If the error is not listed, consider restoring a recent backup. Navigate to File and select Open or Restore Company.

Note: Avoid replacing your current company file. You'll need to re-enter information into your company file from the time the backup was created.

After completing the process, make sure to activate the Track Bin Location with Inventory Sites (row, shelf, or bin) feature to guarantee that the Transfer Inventory option becomes visible. Here's how:

1. Navigate to File and choose Switch to Single-user Mode.
2. Then, go to Edit and select Preferences.
3. Click on Items & Inventory and select Company Preferences.
4. Make sure to check the box Inventory and purchase orders are active.
5. Next, click on Advanced Inventory Settings and go to the Multiple Inventory Location tab.
6. Enable Multiple Inventory Sites and select Track Bin Locations within Inventory Sites (row, shelf, or bin).
7. Finally, click OK to confirm your settings.

Additionally, consider turning reading this article to help you learn how to import or export info with QuickBooks Desktop: Import and export data in QuickBooks Desktop.

The Community is always available 24/7. Let us know if you need extra help with managing your inventory or QuickBooks Desktop in general. Your efforts are much appreciated. Stay safe, @67FARMER!

So I did the data integrity check and when I run the physical inventory report with BIN locations those parts we have added are still at the bottom. Now the parts we have added are in BIN locations starting with a letter, all number BINS fall in the correct location with the others that are in that location.

1. Close the QBDT.
2. Download the most recent version (1.6.0.8) of the QuickBooks Tool Hub.
3. Open the downloaded file (QuickBooksToolHub.exe).
4. Follow the steps on the screen to install and agree to the terms and conditions.
5. Once done, double-click the icon on your Windows desktop to open the tool hub.

1. In the QuickBooks Tool Hub, select Program Problems.
2. Select QuickBooks PDF & Print Repair Tool.
3. Print your physical inventory worksheet again.