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DavidKWD
Level 1

Item report with total purchased and on hand

I would like to create an inventory item report with the following details

  • Item number
  • Description
  • Amount Purchased
  • Qty On Hand
  • Qty on Purchase Order
  • Cost
  • Price

 

The Item Listing report is great and provides everything, except Amount Purchased

Amount Purchased can be found on the "Purchases by Item Summary" report

Is there a way to get these on the same report?

3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

Item report with total purchased and on hand

Let me help you run the report you need in QuickBooks Desktop, DavidKWD.

 

The option to run an Item Listing report with the total purchased and on hand is unavailable. Instead of Amount Purchased which can be found in the Purchases by Item Summary report, we can choose Cost or Cost/Basis in the Display column section. Just go to the Item Listing report and click the Customize Report button. Select Display and enter Cost or Cost/Basis in the column field. 

 

With this said, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how:

 

  1. Go to the Help menu.
  2. Select Send Feedback Online, then choose Product Suggestion.
  3. Enter your request.
  4. Once done, click Send Feedback.

 

However, if the proposed workaround is not suited to your business, we can run the Item Listing report and export them to Excel. From there, manually add the Amount Purchased as an additional column. Here's how: 

 

  1. Click the Excel drop-down from the top menu, then Create New Worksheet.
  2. Tap Export.
  3. Tap the Excel drop-down, then Create New Worksheet.
  4. Press Export

 

Here's an article you can refer to for more details about exporting reports as Excel workbooks in QuickBooks Desktop. For additional information about the available reports you can run in QuickBooks Desktop and how to use them, here's a resource you can read: Understand reports.

 

Leave a comment below if you have other concerns related to exporting or managing your financial reports. The Community and I will be around to help you. Have a great day ahead.

DavidKWD
Level 1

Item report with total purchased and on hand

@RCV- Thank you, but how is Cost or Cost/Basis supposed to help?

 

I submitted the feedback

MadelynC
Moderator

Item report with total purchased and on hand

I’d be glad to discuss the Cost and Cost/Basis with you, @DavidKWD.


The Cost and Cost/Basis options help you track the value associated with your items. When setting up an inventory, you can enter the cost or amount you’ve spent under the Purchase Information section. Once you generate a report like an Item Listing, it'll show up after customization.


If the item cost you added and purchased have different amounts, you may consider exporting the Item Listing and Purchases by Item Summary report to Excel, as mentioned above. Then, combine the details you need in one spreadsheet.  


You can read these resources to learn more about how QuickBooks generates reports and how to combine your financial statements if it’s located in different company files:

 


I appreciate your time for reaching back out and submitting feedback. If you have any other questions or concerns about QuickBooks reports, I'm always here to help. Just leave a message anytime. Have a good day!

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