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Allison F
Level 1

Inventory Report Columns

Is there a way I can add custom columns in my inventory reports? I have some custom fields for my inventory items. Is there a way I can have those print out on my Inventory report?  I have a field for the VIN number and a field for the ID tag. I use QB for Mac on a desktop.

3 Comments 3
Jovychris_A
Moderator

Inventory Report Columns

Hi there, @allison F.

 

Yes, you can create a report only on custom fields that appear on transactions. Reports can’t show which names on a list (customer: Job, vendor, or employee) are associated with a custom field.

 

Here's how:

  1. From the Reports menu, select the type of inventory report you want to create.
  2. In the Customize panel, select the Filters tab.
  3. Select the custom field you want to use. To view all custom fields, select the Show All checkbox.
  4. Enter the info you want to restrict the report to. For example, if a custom field is Color and you want to show the sales of navy blue items, enter navy blue in the Color field.

Once done, you can then print it by clicking the Print button at the top of the report's window.

 

Here's an article for the detailed steps and visual guide: Create and Use Custom Fields in QuickBooks Desktop.

 

For other information for inventory like deleting and adding an item, you can check out this link: Inventory And Projects.

 

Let me know if you have other concerns about customizing and filtering reports in QuickBooks for Mac, fill them herein. I'm always around to help.

Allison F
Level 1

Inventory Report Columns

@Jovychris_AI am not looking for it to be included in the transaction. I need to be able to add an additional field to my Inventory valuation summary when I print it. I need a field for Inventory ID, Asset value, and a custom field that can include the VIN of each machine in Inventory.

ReyJohn_D
Moderator

Inventory Report Columns

Thanks for the clarification, @allison F.

 

I've got some helpful insights about adding custom fields to your inventory reports.

 

You'll need to add the item's custom fields to ensure you can filter them on your inventory report. Based on your original post, I can see that you've already added the inventory ID, asset value and VIN fields to your inventories. For more information, please see this article: Create and use custom fields in QuickBooks Desktop.

 

After that, you can now filter your inventory report using the steps outlined by my peer @Jovychris_A. Make sure to look for and select the custom fields you've mentioned above. This way, you'll see them on your report and print these details.

 

Lastly, click the Print button at the top of the report's window when you're ready. To learn more about this, please read through this article: Customize reports in QuickBooks Desktop for Mac.

 

After customizing your report successfully, you'll want to memorize it to save a copy for later use.

 

You can lean on me for other questions you may have about reports in QuickBooks. I'd be here to help you anytime.

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