Stock List at old date

Abdulsalam · ‎November 23, 2021

Dear All,

My name is Abdul Salam and I am using Quickbooks Online, however I just have an inquiry regarding Stock list at old date, our year end closing at June each year, however external Auditors asked me give them Stock List (Item, Quantity, Values) at 30.06.2021, unfortunately we have missed this date to generate stock list, and in Quickbooks online I was trying since more than A week to generate stock list as of 30.06.2021 (Old date).

Can anyone help me regarding this? it's really important matter

Looking forward to hearing from experts, and thank you in advance

Your sincerely,

Abdul Salam Al Sabbagh

ReymondO · ‎November 24, 2021

Hi there, @Abdulsalam.

I'll help you generate an old product and services list in QuickBooks. This way, you can submit it to your external auditors.

You can run the Inventory Valuation Summary report to get this data in QuickBooks Online. All you have to do is filter the report according to the dates that you need.

Here's how:

Go to Reports and open the Inventory Valuation Summary report.
On the Report period, click Custom.
Enter the date. Example: 06/30/2021.
Click Run report when you're done.

Financial reports in QuickBooks give you tons of great info about your business. To get more details about customizing reports, check out these articles:

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

View solution in original post

ReymondO · ‎November 24, 2021

Hi there, @Abdulsalam.

I'll help you generate an old product and services list in QuickBooks. This way, you can submit it to your external auditors.

You can run the Inventory Valuation Summary report to get this data in QuickBooks Online. All you have to do is filter the report according to the dates that you need.

Here's how:

Go to Reports and open the Inventory Valuation Summary report.
On the Report period, click Custom.
Enter the date. Example: 06/30/2021.
Click Run report when you're done.

Financial reports in QuickBooks give you tons of great info about your business. To get more details about customizing reports, check out these articles:

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

Abdulsalam · ‎November 24, 2021

Dear

Thank you for your answer, however I still can't find out the report I am asking for

Stock list report is an accumulated Report and if I modified date range from my year start till my year end still I can't find figures, I kindly ask you for more details, as I followed your steps but still I haven't go an answer

Looking forward to hearing from you

Best Regards,

Abdul Salam Al Sabbagh

Abdulsalam · ‎November 24, 2021

Thank you so much! it worked

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Stock List at old date