Can you add “On Hand” quantity and “Available” quantity to the Sales Order reports?

Hello there, Dav.

Adding additional columns for a much detailed report is a great idea.

You can send your feedback and product suggestions inside QuickBooks. Our product engineers will receive and review your product suggestions to include them on the next QuickBooks updates.

Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Click on Product suggestion.

I've also included this link where you can check for any news and updates of our products: QuickBooks Blog.

Let me know if you still have other questions about reports. I'll keep an eye on your response. Have a wonderful week!

Hi @Toonces  -

I think you also might like this request about adding "On Hand"  qty. and "Available" qty. to the Sales Order report.

This is what I have needed in QB desktop for 20 years. It would catch and help fix so many problems, like when orders are entered automatically by our online cart via web connector and unknowingly go negative because it is a wrong part number. 

I have too many items to go into physical inventory worksheet or the item list and enter each item to check quantity on hand for a specific period. 

is there any other work around to get item sold and quantity on hand on one report?

Hi there, GRTac.

I'm here to share ways how to review the items sold and the quantity on one page.

You can run the Sales by Customer Detail report. Then customize it to show the quantity and number of items sold.

 Here's how:

1. Go to the Reports menu.
2. Open the Sales by Customer Detail report.
3. On the report window, select Customize or Customize Report.
4. Go to the Display tab, then set the appropriate reporting date and basis.
5. In the Columns field, type Qty, then put a checkmark. 
6. Select Customer Type or Customer in the Total by drop-down. 
7. In the Sort by a drop-down arrow, choose Name. 
8. Go to Filters, then select the following: 

• Item - All sales items
• Customer Type- All customers/jobs or Multiple customer types

   6. Click OK. 

Also, if you want to export the said report, you can check this article: Export reports as Excel workbooks in QuickBooks Desktop.

That should do it, GRTac. Keep me posted in case you need help in exporting reports. I'll be around to guide you.

Thank you, but this shows me the "quantity sold" during the period of the report. I want what is left ON HAND after the sale for a specific item. 

I can help you get this kind of report in QuickBooks, @GRTac. 

Thanks for clarifying your goal. I'll share recommended reports for you to review the inventory left on hand after the sale for a specific item. 

You can pull up your Physical Inventory Worksheet or Inventory Stock Status by Item report to see your items with the remaining quantity on hand. 

Proceed as follows: 

1. Go to the Reports menu.
2. Select the Inventory tab. 
3. Pick the mentioned report one at a time. 
4. Click Customize Report button if you want to filter other settings. 
5. Hit OK or Run report.

For more details about customizing, see this link: Customize reports in QuickBooks Desktop.

Further, check out these articles below on how to memorize and share reports from multiple company files in QuickBooks: 

• Combine reports from multiple company files
• Create, access, and modify memorized reports

If there's anything else that I can help you with, please let me know in the comment below. I'll be here to lend a hand, GRTac.

Thank you. I have ran those reports, but that does not show me Quantity on Hand and items sold on the same report. I am trying to combine "sales by item detail" and Quantity left on Hand after the sale.

For example: If I have 5 widgets on Monday, and I sell 3 on Tuesday, I want to run a report for the week that shows me that I sold 3 and have 2 left (on same report).

I

I appreciate you for getting back, @GRTac. I'm stepping into the thread to share with you some additional information about running reports displaying your items' quantity on hand and sold.

At this time, you need to pull up two reports to get this information. First is the Sales by Item Detail Report that shows the transactions created under your items with their quantities. The second report is the suggested reports (Physical Inventory Worksheet or Inventory Stock Status by Item) by MichelleBh to get the items' remaining quantities.

Once the report is open, you can export both reports to Excel, then combine the quantity and remaining quantity information from there.

To export the report:

1. From the report's page, select Excel on the toolbar.
2. Click either Export to Excel or Export to PDF.
3. To create a new Excel workbook, select Create New Worksheet. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
4. If you want to format the data a specific way, select Advanced. This is optional.
5. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

For more tips while running your QBDT reports, you can review the resources from this link: Understand reports.

Additionally, you can get more hints while handling your sales and other customer entries in the future from this article: Get started with customer transaction workflows in QuickBooks Desktop.

Please feel free to leave a comment below if you have any other questions about your reports. I'll be right here to help. Have a great weekend!

Exactly what we need to see also.  

Thank you for jumping in on the thread, droybal.

I also like the idea of ​​having On-Hand Qty and Available Qty. This will help users quickly check this information without opening another report. Please don't forget to submit your suggestion from your company file by clicking Help and choosing Send Feedback Online.

In the meantime, you can consider my colleagues' workarounds or share how you do it for the benefit of other users. I can see that they have included references as well.

Feel free to reply below if you have any other questions about reports. Have a good one!

Hi QuickBooks Team and @JessT -

It seems like there's a lot of user interest and support for this request. Can you give us a status update on implementing this request?  Can this be implemented soon for an upcoming software update?

I appreciate you for getting back, @Dav.

I see how this feature would be helpful for you and your business. Currently, this feature is still unavailable in QuickBooks. 

We currently don't have a given timeframe to implement the On-Hand Qty and Available Qty columns in the Sales Order reports. Our product developers are doing their best to review all customer's suggestions and incorporate them into the program.

To learn about the new updates and latest features, I recommend visiting our QuickBooks Updates website.

Should you have other additional questions about reports or any QuickBooks-related issues, feel free to click the REPLY button. I'm always happy to assist you. Have a nice day!