Record Production, Receive Inventory

TSmithUTP · ‎September 30, 2024

Hello All,

We are United Truck Parts and we are the manufacturer of the UTP/DMI Cushion hitch. We recently just made the switch from the QuickBooks 2016 Desktop version, to the new and updated QuickBooks. I have had 3 different calls with QB support and have not come to an answer. My team and I are trying the understand the warehouse side. I have pictured what we were able to do In the older version.

My warehouse guys were able to record production, receive/adjust inventory, and adjust the quantity from items received in, adjusting the quantity when the hitch has been assembled (multiple parts involved) and then our inventory would be accurate for what we have, what we have received, and what has been assembled. We were also able to update a PO when a partial shipment has come in. For example, we purchase welded steel made in the USA for our hitches or other parts needed for our assembly. For simple terms, say we order 100. Sometimes we only receive 75 on a shipment and a week later we will receive the other 25. Same goes for the parts involved in making our hitches. Is there a way that I can do exactly what the older version allowed me to do as shown in the pictures?

AS shown in the pictures, The older version gave us the option of "receive inventory" that had a drop down menu with 2 options: 1.) Receive Inventory With Bill 2.) Receive Inventory Without Bill.

The second issue is "Inventory Activities" in the Company section. It has a drop down menu with 4 options. 1.) Inventory Center 2.) Build Assemblies.. 3.) Adjust Quantity/Value on Hand.. 4.)Learn About Serial #/Lots and More.

Pictured is what I am showing that will not allow me in the newer version. I have given them full access for the products, services, and inventory and it will not allow us to change/update it. Or is there a way to get the QB Online to the "Premier Manufacturing and Wholesale Edition"?

Any suggestions would be helpful!

Thanks,

T

Eman_E · ‎September 30, 2024

Yes, you can cancel your current plan and purchase the QB Premier @TSmithUTP. I'd be glad to explain this in detail.

The steps for canceling QuickBooks Online depend on where you signed up for your subscription. If you signed up through a mobile app store, you’ll need to go to your app store to cancel.

Here's how to cancel an account purchased online, directly from Intuit:

Open a web browser on your computer, not a mobile device.
Sign in to QuickBooks Online as the primary or company admin.
Go to Gear icon and select Subscriptions and billing.
In the QuickBooks section, select Cancel subscription or Cancel online. If you're cancelling a trial, select Cancel your trial.
Follow the on-screen steps.

Meanwhile, the Premier version offers special editions for manufacturing, wholesale, nonprofit, professional services, and contractors. It also provides exclusive functionalities, such as forecasting, inventory tracking, and job costing. In addition, you can add up to five users.

Based on your business model, QBDT Premier may become your top choice due to its level of specialization. Feel free to visit this link to contact our sales support for further assistance: https://quickbooks.intuit.com/contact/

Moreover, for comprehensive insights into the process of receiving inventory in QBDT, I recommend visiting this article. This outlines essential practices for receiving inventory with or without a bill: Receive inventory.

If you require any additional assistance or further clarification, please don't hesitate to mention my name in the comments section below. I'd be delighted to lend a helping hand.

View solution in original post

TSmithUTP · ‎September 30, 2024

GenmarieM · ‎September 30, 2024

I understand the importance of having the features from the previous version of QuickBooks Desktop (QBDT) available in the updated version of QBDT. Please allow me to provide further details on this matter.

To access the same options in the newer version of QBDT available in the older version, it's important to enable inventory tracking in your preferences. This will ensure all relevant features and functionalities are carried over seamlessly.

Here's how you do it:

Go to Edit, then click Preferences.
Hit Items and Inventory.
Hover to Company Preferences and tick the check box beside the Inventory and purchase orders are active.
Once done, click OK.

That'll make the options available to Receive Inventory in two ways and in the Inventory Activities.

For comprehensive insights into the process of receiving inventory in QBDT, I recommend visiting this article: Receive inventory. This outlines essential practices for receiving inventory with or without a bill.

Thank you for reaching out, TSmithUTP. I hope the information and steps above have clarified your concern regarding the options for receiving inventory using QBDT. If you have further questions or concerns, please don't hesitate to post a reply. Our team is available to help and looks forward to assisting you further.

TSmithUTP · ‎September 30, 2024

Thank you for the reply, however the issue is that feature is not available to edit on QB Online. I can do that on the old Quickbooks, I need to know how to do that on the new version.

TSmithUTP · ‎September 30, 2024

Thank you for the reply, that was already checked. I had access to that in the 2016 version. It had me update the software to QB Online. That feature has now been removed, which has been causing a lot of confusion for the manufacturing side of recording production. Do I need to cancel this plan and purchase the QB Premier?

Eman_E · ‎September 30, 2024

Yes, you can cancel your current plan and purchase the QB Premier @TSmithUTP. I'd be glad to explain this in detail.

The steps for canceling QuickBooks Online depend on where you signed up for your subscription. If you signed up through a mobile app store, you’ll need to go to your app store to cancel.

Here's how to cancel an account purchased online, directly from Intuit:

Open a web browser on your computer, not a mobile device.
Sign in to QuickBooks Online as the primary or company admin.
Go to Gear icon and select Subscriptions and billing.
In the QuickBooks section, select Cancel subscription or Cancel online. If you're cancelling a trial, select Cancel your trial.
Follow the on-screen steps.

Meanwhile, the Premier version offers special editions for manufacturing, wholesale, nonprofit, professional services, and contractors. It also provides exclusive functionalities, such as forecasting, inventory tracking, and job costing. In addition, you can add up to five users.

Based on your business model, QBDT Premier may become your top choice due to its level of specialization. Feel free to visit this link to contact our sales support for further assistance: https://quickbooks.intuit.com/contact/

Moreover, for comprehensive insights into the process of receiving inventory in QBDT, I recommend visiting this article. This outlines essential practices for receiving inventory with or without a bill: Receive inventory.

If you require any additional assistance or further clarification, please don't hesitate to mention my name in the comments section below. I'd be delighted to lend a helping hand.

Topics

Training

Community

Resources

Record Production, Receive Inventory