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February 26, 2021
Question

Inventory reports with open POs

  • February 26, 2021
  • 1 reply
  • 3 views

My boss wants me to create a report which contains following

- Item number

- Quantity on hand for each item

- how many did we sell of this item ( in the year of 2019)

- any open Purchase orders with this item and if so, how many are on it.

 

Thank you so much for your help.

I tried it with so many reports and I am not succeeding

 

1 reply

QuickBooks Team
February 26, 2021

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.

Becca212Author
March 1, 2021

I followed your description. Thank you.