When removing pending status to close a build assembly, how can I have QuickBooks automatically have the build date default to today's date?

Hey there, @Dav. 

It's great to see you back in the Community! 

To clarify, which version of QuickBooks are you trying to do these actions in? This will help us determine if there is any steps we can give you or if you'll need to send in feedback for your request. 

I'll be waiting for your response! 

Hi @Candice C -

We use QuickBooks Desktop Enterprise with Advanced Inventory, 2022.

Hi -

Just checking in on this  - does anyone know the answer or have any feedback on this?

Thank you in advance!

QuickBooks will use the date you last closed a build assembly, Dav. 

We appreciate your interest in this feature and recognize its importance in streamlining your accounting processes. I encourage submitting a feature request for this functionality directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

Please know that we receive numerous requests from our customers for new features, and the time it takes to implement them varies based on demand and specific needs.

Here's how:

1. Go to the Help menu on the upper right side.
2. Select Send Feedback Online and choose Product Suggestion.
3. Type your comments in the box.
4. Click Send Feedback.

I'm sharing these resources to help you out with your inventory:

• Track the products you manufacture
• Combine your inventory items to build finished goods

If you have further questions about managing inventory or require assistance with any other QuickBooks tasks, please don't hesitate to add them below, Dav. I'll be here to lend a hand.

Hi @GlinetteC  -

Our QuickBooks does not default to close builds with last build date. 

When closing a pending build, the date shows the day the pending build was created.  For example, let's say we created a pending build on 09/01/24.  On 12/3/24, when the build is now completed and we want to close it, the date will still show 09/01/24.  When we remove the pending build status to close the build, we want the date to default to the current date of 12/3/24.  We don't want the build to close on a past date because the can cause problems within QuickBooks.  Those problems could be that other past closed builds unintentionally revert back to pending status and some closed and shipped Sales Orders could revert back to open status.

How do I set in QuickBooks to have the current date appear when I remove pending status to close a build assembly?

Hi -

I don't believe I have the answer to this question yet.  If you know the answer, could you please let me know?

Thank you!

Thank you for your comprehensive response, @Dav. Let me further elaborate on the information regarding closing an assembly.

As my colleague mentioned, QuickBooks uses the most recent date you closed a build assembly. Therefore, the feature that automatically sets the date to the current day is functioning as intended.

Meanwhile, I suggest providing your feedback to our Product Development team regarding this functionality, as they may consider your suggestions for future improvements.

Additionally, you may find this resource useful for learning how to address negative inventory issues: Fix negative inventory issues in QuickBooks Desktop.

If you require further help managing your inventory, please feel free to contact the Community. Have a great day.

Hi @MAnneJ , @GlinetteC , & QuickBooks Team -

It does not seem that you saw in my prior replies that I've indicated  -

our QuickBooks DOES NOT use most recent date you closed a build assembly when changing a pending build to closed build status. 

You've stated  "As my colleague mentioned, QuickBooks uses the most recent date you closed a build assembly."  This is NOT automatically happening with our QuickBooks when closing pending builds. 

Did you try to close a pending build on today's date, for a pending build that was set up a few weeks ago?  If so, I doubt the pending build is  automatically changing the date to today's date when you remove pending status.   If that is occurring for you, then how do I get that to occur in my QuickBooks?  Do I need to adjust a setting?

QuickBooks does not automatically adjust to today's date when changing the status of an assembly from pending to closed, Dav. I know how important precise timing is for your production workflow. Allow me to clarify how the software manages dates in the context of building assemblies.

QuickBooks will retain the original date of the pending assembly, regardless of when it was closed and completed. This is designed to preserve the historical accuracy of when the assembly was initially created or scheduled.

As a workaround, you can manually change the date in the Date field just before clicking Build and close. This gives you control over the recorded date when completing the assembly.

I'm providing you with these articles for additional reference materials to effectively manage your inventory in QuickBooks:

• Adjust your inventory of finished goods
• Adjust your inventory quantity or value in QuickBooks Desktop

Please feel free to reach out for assistance whenever you need help with your inventory or any other features in QuickBooks. We're always available to ensure everything runs smoothly for you.