Inventory reports with open POs

I'm here to help you run inventory reports in QuickBooks Online, Becca212.

We'll have to pull up multiple reports in QuickBooks Online to show the information needed. Then, export to Excel to customize them. I'll guide you how.

Let's run the Inventory Valuation Summary report to view the quantity on hand for each item.

1. Go to the Reports menu.
2. Type in Inventory Valuation Summary in the search field.
3. Click to open.
4. Choose Customize to select the correct date and filter the items needed.
5. Once done, click on Run report.

As for the sold items, we can pull up the Sales by Product/Service Detail report, then customize it to view specific products you'd like to see.

1. From Reports, Locate Sales by Product/Service Detail on the search field.
2. On the report, update the report date the click Run report.
3. Choose Customize to select the correct date and filter the items needed
4. Click Run report.

To check how many open purchases on a specific item, let's run and customize the Open Purchase Order List report.

1. Go to the Reports menu.
2. Type in  Open Purchase Order List in the search field.
3. Click to open.
4. Choose Customize to select the correct date and filter the items needed.
5. Once done, click on Run report.

To view the Item number, once you select Customize, click Change column, then place a checkmark in the Num checkbox. 

For more details on how to export the report, please click here.

Additionally, you can reorder anything that’s running low or out of stock in QuickBooks Online. This ensures you have enough quantity of your items. This also helps stay ahead of back orders.

I'll be glad to help you again if you have more questions about running reports. Please do tag my name for me to help you out as soon as possible.

I followed your description. Thank you.

I followed your description. There is still a problem coming up.

I exported those different reports into Excel - then i tried to combine those different reports.

The products in the Excel sheet do not lining up correctly.

Please help.

Thank you.

I appreciate your efforts in performing the steps shared above, @Becca212.

I'd like to share some clarifications regarding the alignment of your products when exported in Excel.

Using categories on your products and services is one of the reasons why the items are not lining up in Excel. It is because the data imported will follow the format from QuickBooks Online.

To fix this you can, manually edit the format of the items so it will line up properly. 

However, if you're not categorizing the items, I recommend updating your Excel to the latest release to help fix this alignment issue. Here's a link that you can check on how to run the update: Install Office updates.

Let me know on how these steps work for you. I'll be round if you need more help. Have a good one!

I have the new updated Excel program.

Not every item sold in the time frame which I am looking for and to export it in Excel is not really helpful.

Hello again, @Becca212. Thanks for keeping us updated.

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. Since it's currently not an option, I encourage you to submit feedback to our Product Development Team. They look through submitted feedback for future updates and use those suggestions to develop changes for the product.

Here at Intuit, we take great effort to enhance our QuickBooks product. That being said, you may also want to visit our QuickBooks Blog and be the first one to know about any updates that you'll find beneficial for your business. The QuickBooks Blog is our way of letting you know the latest features released and what the product team is working on. They update the site every time new information is available. 

To learn more about how to run a report in QuickBooks Online, visit these articles:

• Run reports
• Customize your reports in QuickBooks Online

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!