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Level 1

Hello. i would like to know how can use my qb to do the warehouse managment? . i have a logistic warehouse. thanks a lot

 
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Moderator

Hello. i would like to know how can use my qb to do the warehouse managment? . i have a logistic warehouse. thanks a lot

Thanks for visiting the Community, oglz.

 

I'm here to guide you on how you can use QuickBooks Online (QBO) for your warehouse management.

 

QBO has a class or location tracking feature that allows you to monitor your income and expenses. You can also run reports for different segments or locations of your business.

 

Here's how to turn this on:

  1. Select the Gear icon at the top, then choose Account and Settings.
  2. Choose Advanced on the left.
  3. In the Categories section, select the edit (pencil) icon.
  4. Choose the category you want to enable and select the settings for that category.
  5. Select Save.

Now, here's how to create categories for classes or locations:

  1. Click the Gear icon, then click All Lists.

  2. Choose Classes or Locations

  3. Select New at the top.
  4. Enter the information.
  5. Select Save.

After following the steps above, you'll have an option to choose a class or location when entering a transaction. You can also choose a class for your products and services.

 

For more details, check out this article: Set up and work with class and location tracking.

 

I'd be more than happy to help if there's anything else you need. Have a great weekend.

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Level 15

Hello. i would like to know how can use my qb to do the warehouse managment? . i have a logistic warehouse. thanks a lot

@oglz

 

You can not.

QBO

does NOT do multiple locations (the location tag referred to by intuit is for transactions only and it only allows reporting not management)

inventory is held as one bunch of items

inventory can not be reserved for a sale

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