LIMITED TIME 90% OFF QuickBooks for 3 months*

Buy now
United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
tblanco
Level 2
posted
‎February 18, 2025 09:22 AM
last updated ‎February 18, 2025 9:22 AM

QB Enterprise

Good afternoon,

If someone can help me with a mess created with the inventory in QB Enterprise.

We move from QB Premier Desktop to Enterprise a few weeks ago.  My inventory in QB Premier was easy and perfect on the system before doing the transition to QB Enterprise.

Now we have a mess with the inventory because, we have one quantity in All Sites and a different quantity in the Main Warehouse.  How can I change the quantity so it can be the same on both?

Thank you!

Tomas

Solved
Reply Join the conversation
Best answer February 24, 2025
Solved

Best Answers
Aldren18
QuickBooks Team
QuickBooks Team
‎February 24, 2025 08:35 PM

QB Enterprise

Thank you for considering the resolution proposed by my colleague, Tomas. My focus is helping you streamline your inventory management, ensuring that only the Main Warehouse is used for tracking. Together, we can enhance the efficiency of your operations.

 

To ensure proper inventory management, we will make the Unassigned location inactive. However, before proceeding, it's essential to transfer all items currently assigned to the Unassigned location using the Transfer Inventory feature.

 

This will move items from Unassigned to the Main Warehouse, ensuring that all quantities are accurately reflected in your preferred location.

Here's how:

 

  1. Access the Inventory Center to view all your inventory items.
  2. Look for items currently assigned to the Unassigned location.
  3. Click on the items you want to transfer.
  4. Go to the Activities menu.
  5. Choose Transfer Inventory.
  6. Fill out the transfer details.
  7. Click on Save & Close to finalize the transfer.

 

Once all items have been transferred, you can now make the Unassigned location inactive to prevent any new transactions from being recorded under this location:

 

  1. Navigate to the Inventory Site List under the Lists menu.
  2. Find the Unassigned location and double-click on it.
  3. Ensure to tick the Bin is Inactive box, then click OK.

 

For more detailed information about these adjustments, check out this article: Set up Advanced Inventory in QuickBooks Enterprise.

 

Additionally, I'll share valuable resources to help optimize your inventory management in the program. These resources include guides on categorizing stock items and customizing inventory reports to maintain a well-organized supply system:

 

 

It's always a pleasure to collaborate with you, Tomas. Please consider us your trusted QuickBooks support team, dedicated to providing expert assistance whenever needed. We're committed to helping you efficiently manage and simplify your inventory tasks within the program through this channel.

View solution in original post

Reply Join the conversation
5 Comments 5
JorgetteG
QuickBooks Team
QuickBooks Team
‎February 18, 2025 10:56 AM

QB Enterprise

Transitioning from one system to another can lead to unexpected challenges, and I'm here to assist you, Tomas.

 

QuickBooks Enterprise offers more advanced inventory management features compared to QuickBooks Premier, including the ability to track inventory across multiple locations. If not configured correctly during the transition, this may result in discrepancies in inventory counts between All Sites and the Main Warehouse.

 

To resolve these issues, carefully reviewing and adjusting your inventory data in QuickBooks Enterprise is key. I also suggest backing up your company file to ensure data safety.

 

Start by comparing the Inventory Valuation Detail/Summary reports from QuickBooks Premier and QuickBooks Enterprise to identify where the discrepancies lie.

 

Should there be differences in quantities, you can adjust them using the Adjust Quantity/Value on Hand feature:

 

  1. Navigate to the Inventory menu and select Adjust Quantity/Value on Hand.
  2. Choose an appropriate adjustment account from the drop-down menu, typically an expense account like Inventory Shrinkage.
  3. Select the items that need adjustment.
  4. Input the correct quantity, and QuickBooks will automatically calculate the adjustment amount.
  5. Save and close the adjustment.

For additional guidance, check this article: Adjust your inventory quantity or value in QuickBooks Desktop.

 

It may also be beneficial to consult an accountant or a QuickBooks expert for more detailed guidance.

 

Furthermore, you can explore the following articles to manage your inventory in QuickBooks Desktop Enterprise:

 

 

As you adjust to QuickBooks Enterprise, remember we're here to help with any bumps. We want to ensure your transition is as smooth and beneficial as possible.

Reply Join the conversation
tblanco
Level 2
‎February 24, 2025 06:22 PM

QB Enterprise

Good evening, sorry for the delay in responding.  We are still struggling with the inventory and the different locations on QB Enterprise.

We have a Main Warehouse and that's the only location we want to use.  is there's a way to eliminate the Unassigned location so that the program stop using that location for inventory?

 

Thank you

Reply Join the conversation
Aldren18
QuickBooks Team
QuickBooks Team
‎February 24, 2025 08:35 PM

QB Enterprise

Thank you for considering the resolution proposed by my colleague, Tomas. My focus is helping you streamline your inventory management, ensuring that only the Main Warehouse is used for tracking. Together, we can enhance the efficiency of your operations.

 

To ensure proper inventory management, we will make the Unassigned location inactive. However, before proceeding, it's essential to transfer all items currently assigned to the Unassigned location using the Transfer Inventory feature.

 

This will move items from Unassigned to the Main Warehouse, ensuring that all quantities are accurately reflected in your preferred location.

Here's how:

 

  1. Access the Inventory Center to view all your inventory items.
  2. Look for items currently assigned to the Unassigned location.
  3. Click on the items you want to transfer.
  4. Go to the Activities menu.
  5. Choose Transfer Inventory.
  6. Fill out the transfer details.
  7. Click on Save & Close to finalize the transfer.

 

Once all items have been transferred, you can now make the Unassigned location inactive to prevent any new transactions from being recorded under this location:

 

  1. Navigate to the Inventory Site List under the Lists menu.
  2. Find the Unassigned location and double-click on it.
  3. Ensure to tick the Bin is Inactive box, then click OK.

 

For more detailed information about these adjustments, check out this article: Set up Advanced Inventory in QuickBooks Enterprise.

 

Additionally, I'll share valuable resources to help optimize your inventory management in the program. These resources include guides on categorizing stock items and customizing inventory reports to maintain a well-organized supply system:

 

 

It's always a pleasure to collaborate with you, Tomas. Please consider us your trusted QuickBooks support team, dedicated to providing expert assistance whenever needed. We're committed to helping you efficiently manage and simplify your inventory tasks within the program through this channel.

Reply Join the conversation
tblanco
Level 2
‎February 25, 2025 05:42 PM

QB Enterprise

Thanks for your explanation, it help me understand and solve the problem

Reply Join the conversation
CamelleT
QuickBooks Team
QuickBooks Team
‎February 25, 2025 06:32 PM

QB Enterprise

Thanks for rejoining the thread, Tomas.
 

I'm glad to hear that my colleague, Aldren18's explanation helped resolve your QuickBooks Desktop (QBDT) inventory concerns. It's always rewarding when we provide effective solutions to assist our customers get back on track.
 

If you have other concerns regarding inventory management in QBDT, please don't hesitate to comment below. The Community forum remains a valuable resource for all your questions. 

Reply Join the conversation
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Featured
Introducing your QuickBooks Online AI Collaboration Agent: Getting Answers Faster, Together
Introducing your QuickBooks Online AI Collaboration Agent: Getting answers ...
Read more
Introducing a More Powerful QuickBooks Experience: A Guided Tour
Unlock a more powerful QuickBooks with the new Intuit platform. We've enhan...
Read more
Introducing Your New QuickBooks AI Team
Get ready for a whole new way to work. Intuit is bringing a full team of AI...
Read more

Need to get in touch?

Contact us