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camasc26
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

 
29 Comments 29
SophiaAnnL
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

I know why you're getting this message, camasc26.

 

This warning appears if the date on the transaction you're trying to create comes before the As of date of the inventory item. Please ensure that the date of the transaction is the same date when you started tracking the quantity on hand of this item.

 

To verify the date, you can refer to these steps:

  1. Click the Gear icon.
  2. Under Lists, select Products and Services.
  3. Find the item that you're trying to use on the transaction.
  4. Click Edit in the far right.
  5. In the Product/Service information page, go to the Quantity on hand section.
  6. Click the Starting value link and click Got it! when prompted.
  7. In the new window, verify the As of date.
  8. If it's wrong, you can change it. If it's correct, then leave it as it is and click Save and close.

Here's an article that talks more about the inventory overview and its setup.

 

I'll be here if you have additional questions. Thanks for dropping by.

Sen139
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

what if you have to change tracking date for hundreds of SKU? Is there a way to do it fast?

AileneA
QuickBooks Team

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Hi there, @Sen139

 

Thank you for reaching out to the Community. As of this moment, we can only change the date by manually modifying each tracking date of your SKU. 

 

I understand how beneficial it is to your business. Rest assured, our developer's team is working hard to develop the best features to fit the needs of our customers. 

 

I suggest visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: The QuickBooks Blog.  

 

Please know that the Community is always here to help you out to make you and your business easy and functional. Take care.

Tom99
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

this does not work. the inventory starting value is 11/26/2020. the article was actually sold in September and i need to create the invoice in September but i cant because "select a transaction date that comes after the date you started tracking ..."

JamesDuanT
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for bringing your concern to our attention and for joining in on the thread, Tom99.

 

Yes, you cannot enter transactions with dates earlier than the Starting date of the inventory item you want to use. We can change the Starting value for you to be able to enter the transaction using the inventory item. Note that doing this will affect the initial value of your inventory. Here's how to do it:

  1. Click Sales on the left menu and go to the Products and Services tab.
  2. Look for the inventory item and click Edit.
  3. In the Product/Service information window, click the Starting value hyperlink.
  4. Click Got it! and it will route you to the Inventory Starting Value page.
  5. Change the As of date and other inventory details if necessary.
  6. Click Save and close.

You can use this article for reference when setting up an inventory item: Set up and track your inventory in QuickBooks Online.

 

After that, you can already enter the transaction you need to record.

 

You can always get back to us if you need additional assistance with your inventory. Have a great day!

12121212
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

It still does not work

MorganB
Content Leader

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for following up on this thread, 12121212.

 

I want to make sure you're able to adjust inventory in your QuickBooks Online account.

 

Since the troubleshooting steps mentioned above didn't do the trick, I recommend reach out to a member of the QBO Support Team. Agents have the necessary tools to take a closer look and determine what's causing the issue to persist. Here's how to get in touch with the team:

 

1. Click the Help button in the top right corner.
2. Select Contact Us.
3. Enter Support in the field and choose Let's talk.
4. From here you can select to receive a callback at a time that's convenient for you, or begin a live chat session with an agent.

 

The following linked article provides these steps if you ever need them again in the future: QuickBooks Online Support

 

Please know I'm only a comment or post away if you have any other questions. Take care!

Polly202109
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

We've got a problem as follows:

(1) We set the initial cost of a particular item as say $500 per each, but then one day we input an entry by "inventory quantity adjustment"(IQA) with "-1" quantity.  But then don't know why the unit value of this item suddenly changed as $1000.  So the IQA entry became as -1 pc with -$1000 in asset value.  Subsequently all the unit cost whatever in or out was changed to $1000.

(2) Before these changes we have 6 pcs @ $500 each ==> $3000 total asset value

(3) Afterwards, 6 pcs was recorded out @ $1000 each ==> total -$6000 asset value

(4) Finally we have "Zero" quantity on hand but with -$3000 asset value stated in ledger

 

How can we fix it?  Please help to solve it!  Thanks!!

 

How can I fix it 

RenjolynC
QuickBooks Team

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for chiming in on this thread, Polly202109.

 

Let me add some information about your concern.

 

When you notice a change on the cost or sales price/rate, it's possible that someone updated it. You can run the Audit log report to view who made some changes on the products by following these steps:

 

  1. Go to the Gear icon located in the upper right-hand corner.
  2. Under Tools, click Audit log.
  3. Choose the User and set the Date
  4. From the Event drop-down, select List.
  5. Look for the Edited Product or Service in the Event column.

To modify the item's cost, you can follow these steps:

 

  1. On the left panel, click Sales > Products and services.
  2. Find the item and click on the Edit link to see and edit the cost. 

To learn more about the inventory feature in QuickBooks Online, please check out these articles:

 

Please feel free to reply on this thread again if there's anything else you need. We're always available to help you out. Take care!

MattKYC
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Is there a way to view the start tracking date is for inventory items using a report? Let's say you have 150 items you are adjusting the inventory on, but one had the starting inventory date entered incorrectly, instead of having to search through every single item, to see which one has the date that needs to be adjusted, printing out a report that lists the inventory start date would be very helpful in narrowing your search down. Anytime there is something in QBO that keeps you from performing a function, having the information available that needs to be corrected would be very beneficial. And if I get a response saying "rest assured our development team is working on this" I would respond that there are several known QBO issues that the development team has been working on for the better part of a decade.

Ethel_A
QuickBooks Team

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thank you for posting here in the Community, @MattKYC.

 

I understand how convenient it is for you to run a report that shows the tracking start date of an inventory item. Let me share with you the Report that will give you this information.

 

You can run the Product/Service List report. It will show you the Create Date of the inventory item.

 

I'll show you how to run this Report:

 

  1. Sign in to your QuickBooks Online account.
  2. From the left menu, click Business Overview.
  3. Choose Reports.
  4. Locate and click the Product/Service List report.
  5. Click on Customize.
  6. Under Rows/Columns, tick the checkbox for the Create Date.
  7. Hit Run Report.

 

That should show you the information you need to track the start date of the Inventory item.

 

If you want to use this customization again, you can memorize this Report. Check this article for the detailed steps: Memorize reports in QuickBooks Online.

 

Please don't hesitate to click the Reply button below if you need additional assistance in running reports. I'm always here to help. Have a great day.

belcaro21061
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

The create date really doesn't have anything to do with when we started tracking inventory.  Now I am stuck and cannot use the invoice I have created because one item changed and it will not let me save it.

danieldezz
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

why is this happening on estimates if there is no transaction date

 

JenoP
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Hi there, danieldezz.

 

Can you share more details about your concern? I just want to make sure that we're giving you the right steps and information to address the issue.

 

Please add a reply below to share more details. 

Info Accounting
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

I am having the same issue. I try the fix described in this thread to no avail. Here's our summary of the issue:

 

- We added new products on August 1, 2022

- We deleted some discontinued products on the same date

- all our outstanding invoices that had the old product now show the product as "deleted"

- we change the old product to the new product in the hopes of resending the invoice for payment

- despite attempting the fix herein, we continue to get the error: "Select a date that's after the date you started tracking this inventory item."

 

How do we fix our issue?

 

SarahannC
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Hello there, Info Accounting.

 

I see that it's really important for you to use and include the inventory items in your sales transactions without receiving the error mentioned. When we add inventory items to our invoice, the system required us to select an invoice date that comes after the date we use in the As of date of the item.

 

Let's make sure to double-check the Invoice date field and select the starting date of your item onwards.

 

It's how QuickBooks handles the quantity on hand of an inventory item from the date you started tracking them. If you want to keep that invoice date, we can adjust the Inventory Starting Value.

 

  1. Go to Product and services and select the new inventory item.
  2. Click Edit and select the starting value link.
  3. Change the As of date.
  4. Hit Save and close to reflect the changes.

 

Also, we can submit your suggestion to our product engineers so we can go easily track your inventory items to your sales transactions. Go to the Gear icon and select Feedback.

 

For more tips and guides while managing your inventory items, we can check this link: Manage your inventory, products, and services in QuickBooks.

 

If you need help handling items and transactions within your QuickBooks, please know that I'm here to help you anytime. Take care and have a good one.

Info Accounting
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for the feedback.

 

Our date for the inventory Starting Value is March 1, 2022.

The date of our invoice is October 31, 2022.

 

We are still not able to change the invoice and get the same error message.

 

We tried deleting the new Product from the invoice and then re-adding it as a new line item on the original invoice. We then got this error message: "You need to activate this item before updating the quantity."

 

We then made the Product INACTIVE and then made it ACTIVE and we still get that error message now.

 

Help!

MichelleBh
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

I appreciate your efforts in attempting to resolve the error, @Info Accounting

 

We value your time. I want to eliminate the error so you can add the item to the invoice successfully.

 

We need to review your account settings in a secure location. With this, I'd recommend contacting our Customer Care Team about this. Our experts can use screen sharing to investigate the root cause of the problem.

 

Proceed with the following steps:

 

  1. Go to the Help menu, then click Contact Us.
  2. Type your concern in the box and tap Let's talk.
  3. Choose either Get a call or Start a chat.
  4. Complete the required data and submit the request.

 

Make sure to contact them within business hours to ensure a swift response.

 

Feel free to check out these articles below to learn more about inventory quantity and reports in QuickBooks: 

 

 

It's my pleasure to help you if you have other inventory or invoice concerns. Just leave it in the comments section below or create a new thread. Keep safe. 

Michael Jackson
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

PO placed on 4/24/2023. Order placed as non-inventory. Changed made 06/06/2023 to make it an inventory value. PO is for 28670 feet. Product view shows Open PO for 3670'

 

Why does it not reflect the open PO amount?

 

 

 

RCV
QuickBooks Team
QuickBooks Team

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for checking in with us, Michael Jackson.

 

The Purchase Order may be partially fulfilled that's why the amount displayed in the open PO is the remaining balance. Once the PO will be completely fulfilled, this reverts to the original full amount. Since you change the transaction as an inventory value, we can change the Starting value for you to be able to enter it using the inventory item. Doing this will affect the initial value of your inventory. Here's how to do it:

 

  1. Click Sales on the left menu and go to the Products and Services tab.
  2. Look for the inventory item and click Edit.
  3. In the Product/Service information window, click the Starting value hyperlink.
  4. Tap Got it! and it will route you to the Inventory Starting Value page.
  5. Change the As-of date and other inventory details if necessary.
  6. Press Save and close.

 

For more tips and guides while managing your inventory items, we can check this link: Manage your inventory, products, and services in QuickBooks.

 

If you need help handling items and transactions within your QuickBooks, please know that I'm here to help you anytime. Take care and have a good one.

Michael Jackson
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

There has been no receipts yet, why is value not the Open PO value?

JoesemM
Moderator

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

Thanks for the prompt reply, @Michael Jackson. Allow me to chime in and help you with the purchase order created in QuickBooks.

 

Since the item hasn't been receipts, we can delete and recreate the purchase order created. This way, we can check if there's a bug with the purchase since you changed it from non-inventory to an inventory item.

 

Before doing so, make sure to list the details of your purchase order and use the same PO no. Let me guide you through the process:

 

  1. Go to the Expenses menu and click Expenses.
  2. Locate the Purchase Order created.
  3. Tap the Delete button in the drop-down arrow.
  4. Click Yes to Confirm.

 

Once done, you can now recreate the purchase order again. For complete steps, follow this article: Create and send purchase orders in QuickBooks Online. Then, check the open PO value again

 

For reference, you can also look into these articles on how to manage your inventory in QuickBooks Online:

 

 

If you have any other queries about purchase orders in QBO, you can always add them in your reply. I'll be more than happy to work with you again. Keep safe.

Bossymary
Level 1

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

I'm having the same problem only with never before purchased item.  I can try many dilfferent dates and sometimes one will work and other time I must try many dates, getting the same error message.,  Is there not any logical way to kinow what date to use when inputting new inventory? Since it have never been purchased before how can there be a tracking date?

 

 

IrizA
QuickBooks Team

Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items.

I understand the challenges you've encountered while setting the date for your inventory, Bossymary. I'll provide some information to clarify things out.

 

In QuickBooks, the tracking date is established when you create the product, whether the product has been purchased before or not. 

 

When creating a new inventory item, it's crucial to take note of the tracking date. This allows you to set the date for any adjustments to the quantity on hand, ensuring it comes after the tracking date you've entered.

 

Furthermore, you may refer to this article if you want to use reports to get helpful insights on the things you buy and sell, and the status of your inventory: Use reports to see your sales and inventory status

 

If you need further assistance, you're always free to comment below. I'm always here to help you with your concerns.

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