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Level 1

Report for (daily/range of time) sales and current inventory

Would like to run the Item Summary/Items Sold report, but also want to include the current (post-sales) inventory in the report for select date/time period for frequent/daily restocking.  Have attempted to create a custom report, but not having much luck.  Is there a canned report that can pull this info together, based on a selected date/time range, or any suggestions on how to create as a custom report?

5 Comments
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QuickBooks Team

Report for (daily/range of time) sales and current inventory

Thanks for sharing what you'd like to achieve in QuickBooks, leahhag.

 

We're unable to combine the sales and inventory in one report. Though, we can run the Sales by Item Summary report for the sold items and the Inventory Valuation Summary report for the current inventory. This way, you'll be able to see all the desired information.

 

Here's how to view the sold items:

  1. Go to the Reports menu.
  2. Select Sales and then choose Sales by Item Summary.
  3. Enter the correct date.
  4. Click Customize Report to filter the other necessary details.
  5. Once done, click on OK.

 

To run the Inventory Valuation Summary report, I suggest following these steps:

  1. From the Reports menu, select Inventory.
  2. Choose Inventory Valuation Summary.
  3. Enter the correct date.
  4. Click Customize Report to filter the other necessary details.
  5. Once done, click on OK.

 

Additionally, you can memorize the customized reports in QuickBooks Desktop. Doing so helps you easily access them in the future.

 

You can always ask for assistance here in the Community. We'll be around to lend a helping hand.

Highlighted
Level 1

Report for (daily/range of time) sales and current inventory

Thank you!  I think we might be able to use the (a modified) Inventory Valuation report since it does appear to allow us to select the day/date of when items were sold, but is there a way to specify a time range during which the items were sold, vs. just day or date range?  If we run this report a few times a day, we'd like to be able to select times such that we are not re-running same info.  Thank you!

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Moderator

Report for (daily/range of time) sales and current inventory

I'm glad you can use the recommended report, leahhag.

 

However, adding a time on when the items were sold is unavailable. You can only add the date on the report.

 

Check out these report related articles for more reference:

If you have other questions about reports in QuickBooks Desktop, don't hesitate to leave a reply here.

Highlighted
Level 1

Report for (daily/range of time) sales and current inventory

Ok, thank you.  Is there a way to suggest/request such a report for future?  I have seen similar requests - with similar answers - that don't quite seem to get what we want, so it seems a report such as this would be valued by and useful to many.  Thank you!

Highlighted
Moderator

Report for (daily/range of time) sales and current inventory

Thanks for getting back to us, leahhag.

 

I will send feedback to our Developers team about this report. They'll review it and may be added as one of our future updates.

 

Know that this suggestion helps us to provide a more user-friendly program. If you have other ideas to improve the system, don't hesitate to post them here.

 

The Community team is up 24/7 to hear from you soon.

 

Thank you and, keep safe!

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