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Anonymous
April 4, 2019
Solved

Inventory / Item

I would like to run a report to see items that I haven't sold in ten years, so I can remove them or make them inactive. Can I do that in QB Desktop?

 

Alessandra_BAnswer
Level 5
April 4, 2019

Hey there, @558258.

 

Currently, there is no available report which shows your unused items. I have another report you can pull up.

 

You can pull up the Transaction Valuation report. This report shows the latest transaction that uses the product. 

 

To pull up the account, you can search for it in the Reports Center. 

 

Also, you can save the report by clicking on Memorize on the top part of the report. 

 

Please leave a comment below if you have any other questions. 

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11 replies

Alessandra_BAnswer
Level 5
April 4, 2019

Hey there, @558258.

 

Currently, there is no available report which shows your unused items. I have another report you can pull up.

 

You can pull up the Transaction Valuation report. This report shows the latest transaction that uses the product. 

 

To pull up the account, you can search for it in the Reports Center. 

 

Also, you can save the report by clicking on Memorize on the top part of the report. 

 

Please leave a comment below if you have any other questions. 

Operations_Monkey
November 20, 2020

I'm also looking to do this. Has there been any update in capabilities in the last 2 versions? I'm currently running 2020 and haven't found a way to do this, but thought I'd ask to see if anything has changed since this post was made in April 2019. We have thousands of items, and a valuation report for even the last 2 years would be a nightmare to sort through and compare to our item list. There's gotta be a better way!

 

Thanks!

SarahannC
Level 9
November 20, 2020

Hello there, Operations_Monkey.

 

I can see how important and relevant for you to run a report that shows the unused items in the previous years. Still, you can run the report suggested by my colleague above and compare the lists of items.

 

I got your point on how important to get this thing done easily. I'll take note of this, and you may want to visit our blog website, where you can check the latest features and product enhancement. 

 

Let me know if you have other questions. Take care always and be safe.

Operations_Monkey
November 20, 2020

We have 21k items, I don't think I'll be running that report. It would be more efficient for me to manually sort through the items and choose the ones I don't remember ever selling than it would be for me to run that report and attempt to compare items. If there was a way to run a report that just listed the items sold without all of the transaction information (or just showed 1 transaction per item instead of every transaction from the past 2 years), that would be helpful. But I have items that I sell thousands of in a year as well, so that report is just not a good option for us. Running the suggested report for just this month to date is 27 pages, and this is by far the slowest year we've had in sales since 2012. If you have any tips on how to make that report work for our volume in sales, I would be open to it, but I just don't see that as a functional option. The extra items will just continue to bloat our item list as they always have until an update that solves this issue.

 

I read the very difficult to navigate blog website about updates, and despite clicking through several options that I thought might apply, I was unable to find the feature. I figured it's possible I missed something in that maze of options, so I figured I'd ask.

 

Thanks for your help.

    Kelly_W
    August 3, 2023

    We use QuickBooks Enterprise. It would be so helpful if QuickBooks provided a simple report that can be run to compare the Item Lists to Invoices  / Sales of items to be able to easily determine when the last time an item was sold.  Even if on the item list there is a column for last date item sold.  

     

    I've been performing vlookups to invoices to compare to our items listing.  I am unable to obtain reliable info.  QuickBooks could make this so simple.  I do not understand why this report is not available.  

     

    QuickBooks:  Any status if this helpful feature will ever be offered?

     

      FateCandylaneTQuickBooks Team
      QuickBooks Team
      August 3, 2023

      We're glad to see you chiming in on this thread, Kelly_W. I'm here to share insights and updates about inventory item reports in QuickBooks Desktop.

       

       We appreciate the time and effort you've taken to run an item detail report to show recently sold inventory items. Currently, this option or report customization is unavailable. In the meantime, we can export the Inventory Valuation report to enable these data to be sorted out. To do this:

       

      1. Go to Reports and click Reports Center.
      2. From the search bar, enter the Inventory Valuation Detail report.
      3. Modify and add specific information to ensure accurate data are showing.
      4. Click on the Excel dropdown and select Create New Worksheet.
      5. Select In new workbook. Then, click Export.

       

      Additionally, we're unable to provide a specific timeframe as to when this feature will be available in the program. To help us improve our products and achieve customer's needs, you can submit this suggestion to our product developers. They'll consider this idea and include it in future product enhancements.

       

      Here's how to submit feedback in QuickBooks Desktop (QBDT):

       

      1. Go to the Help menu at the top and select Send Feedback Online.
      2. Click on Product Suggestion and enter your feedback or suggestions.
      3. Once done, click Send feedback.

       

      To be updated with our latest news and updates, including product improvements, I'd suggest visiting the What's New section on your QBDT account or opening this link to view our product update blogs.

       

      Moreover, you can add specific customizations to your reports to ensure accurate information is displayed.

       

      Keep us posted if you need additional assistance handling your inventory items and reports. We'll keep this thread open and get back to help you further. Have a good one!

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