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cwh9672
Level 1

Making an inventory CSV report for ITEMS AVAILABLE

I am looking to see if anyone knows how to create a report that simply shows ONLY the Item, and Quantity Available.  Inventory Stock Status By Item has these two option, but Quickbooks adds in a column at the beginning that you cannot remove, and also adds in a Reorder Qty that you cannot remove either.

 

This is in Quickbooks Enterprise Desktop 2020, and that first column messes up the app I am using to update quantities on my Shopify store.  I have to run the report, save the CSV, then open the CSV, edit it and then save again.  I am trying to limit the last two steps.

 

I have looked at just about every other report listed in QB, but none of them except this report gives you the AVAILABLE Quantity which is what I need.  QTY on Hand doesnt work as I use Sales Orders for back orders and have to allocate multiple items for these orders.

 

Thanks for any advice.

6 Comments
jamespaul
QuickBooks Team

Making an inventory CSV report for ITEMS AVAILABLE

Hello, cwh9672.

 

I'll share a step-by-step method on how you can run a report that shows the item name and the Quantity column only. 

 

You can run the Inventory Valuation Summary report then customize it to remove other unnecessary columns. In the Inventory report selection menu, simply choose Inventory Valuation Summary

 

On the report overview screen, click the Customize Report button. Then, uncheck any unnecessary columns under COLUMNS except for Available.

 

stock1.PNG

 

This will leave you with both the Inventory (item name) and Available columns. Here's a side-by-side comparison for Inventory Stock Status by Item and the customized Inventory Valuation Summary report: 

 

stock2.PNG

 

Next, export the report as you normally would as a CSV file and process your quantities update in your Shopify store. Also, you can remove or adjust the any rows that might mess up the update process. 

 

Finally, you can memorize this report so you don't have to go through all the process of customizing it: 

 

  1. On the report overview window, click the Memorize button.
  2. Enter a name for the memorized button.
  3. Save it to a group or share it with other users if necessary.
  4. Once done, click OK

If you need help pulling up other reports, you can check these articles: QuickBooks Desktop Reports Topics

 

Need assistance with a specific task? You can check out other topics here, then browse an article of your choice. 

 

Happy to give another advice if you have concerns or questions in QuickBooks Desktop Enterprise. Reply here and I'll get back to you as soon as possible. 

cwh9672
Level 1

Making an inventory CSV report for ITEMS AVAILABLE

Unfortunately this still has this "Inventory" column at the front with no header on it....this is what is confusing the app, as when you output this report as a CSV, there are odd characters in this column.

cwh9672
Level 1

Making an inventory CSV report for ITEMS AVAILABLE

Unfortunately that first column "Inventory" is still there and causing an issue with the app.

Mark_R
QuickBooks Team

Making an inventory CSV report for ITEMS AVAILABLE

Thank you for getting back to us, @cwh9672.

 

At this time, the Inventory column can't be removed from the Inventory Valuation Summary or any inventory reports in QuickBooks. 

 

As a workaround, you can consider removing the Inventory and unnecessary columns from the CSV file manually after exporting it. This way, it won't mess up the app you're using when updating quantities on your Shopify store.

 

To remove the Inventory column from the CSV file, you'll have the select the column, then right-click and choose Delete.

 

I'm also adding this article to learn more about customizing and exporting reports: Customize reports in QuickBooks Desktop.

 

Please feel free to keep in touch with me here on your progress with this inventory reporting matter, I want to make sure you're taken care of. 

cwh9672
Level 1

Making an inventory CSV report for ITEMS AVAILABLE

Just as an update, I had to go into my company preferences in single user mode and update how that first column is displayed that you cannot remove from the report.  I selected only the item number and not the combined item number and name/description that is in my screenshot and that took care of my particular issue.

Tori B
QuickBooks Team

Making an inventory CSV report for ITEMS AVAILABLE

Hey there, @cwh9672.

 

Thanks for following up with us. I'm happy to see that you've found a solution to building your report. 

 

It is very appreciated that you shared your solution here with us. It's customers like you that make the Community a great place to come to when you need a helping hand. 

 

Please feel free to reach back out to the Community any time you need assistance. We've got your back every step of the way. Take care and enjoy the rest of your week! 

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