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Origamo_USA
Level 1

Help with inventory tracking

Hi Folks!

This is not my forte, but hopefully someone can help.  I'm relatively new to QB, and have some inventory issues that seem to stem from my creating a revised order for a few invoices.  I say that because the SKUs that are off were, for the most part, connected to those orders.  Is there 'internal mechanism' in QB that records every change that is made, so I can go back and see if that was indeed the culprit?  Any thoughts/suggestions would be greatly appreciated!!!

Phil

5 Comments 5
Rea_M
Moderator

Help with inventory tracking

Glad to have you here in the QuickBooks Community, Phil. Yes, QuickBooks has a tool where you can see every change made to your account. I'm here to guide you in accomplishing this task.

 

Let's visit the Audit Log menu to view all your account activity records such as user sign-ins, changes to QuickBooks settings, edits to customers, vendors, employees, payroll submissions, and more. To do so, here's how:

 

  1. Sign in to your QuickBooks Online account as an admin.
  2. Go to Settings and select Audit log.
  3. Select Filter.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Select Apply.

 

Furthermore, the audit log displays 150 records at a time. To access the history for most transactions or events, select View in the History column and see who made the change and what they did. For more details, please see this article: Use the audit log in QuickBooks Online.

 

Additionally, you can utilize reports to gain valuable insights into your purchasing and selling activities, as well as the status of your inventory. If you wish to know which ones to run depending on what kind of data you need, check out this article: Use reports to see your sales and inventories in QuickBooks Online.

 

I'll keep this thread open so you can let me know if you have any follow-up concerns about managing your inventories. Have a good one.

Origamo_USA
Level 1

Help with inventory tracking

Hi Rea!

Thanks for the info!!!  I'll try and do what you suggested later today.  Hopefully, I'll find out what I did!!!  If I have any other questions, I'll reach out then.

Phil

Tori B
QuickBooks Team

Help with inventory tracking

Sounds like a plan, @Origamo_USA.

 

Looking forward to seeing how things go. We are here for any additional questions or concerns you may have. Chat with you soon! 

 

 

 

 

Origamo_USA
Level 1

Help with inventory tracking

So, I'm having a problem.  The report I generated based on the suggestion above, had more than 1000 entries.  And when I clicked to get info on the individual entries and wanted to go back to the list, I always get thrown back to the beginning, instead of going back to the last entry I opened.  Is there a way to correct this?   

SarahannC
Moderator

Help with inventory tracking

QuickBooks automatically returns to the beginning when navigating back to the list of entries, Origamo_USA.
 

We can submit feedback directly to our product designer regarding your experience. By sharing your experiences and concerns, it'll contribute to the improvement of the software. Here's how:

 

  1. In your QBO account, go to the Gear icon on the upper right side.
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next.

feedback.PNG

 

You can also run the Inventory Valuation Detail report. It provides a detailed breakdown of each inventory item, including the quantity and value at the beginning and end of the specified period. Go to the Reports menu to pull up this particular data.

 

Additionally, you can use this article for more tips: What is FIFO and how is it used for inventory cost accounting?.

 

We value your ideas. We are still available if you have other concerns with QuickBooks features. Let me know by adding your comment to this forum.

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