Best way to keep track of inventory for multiple warehouses that carry the same things. Using QBO. I don't think it's possible.

:)

@hascohvac

"Best way to keep track of inventory for multiple warehouses that carry the same things. Using QBO. I don't think it's possible."

Currently, QBO is not designed to keep track of inventory for multiple warehouses. There is no around that works, sorry!

You may want to check out 3-rd party app from the App Center. But I don't recommend that either in most cases.

They can turn on track classes and use classes as warehouse locations. 

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@Regina_Lend_A_Hand_Accounting wrote:

 

Classes may be your best option, as classes can be used in the same way, they can be for your warehouse locations. 

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Class won't work because Class is attached to a transaction, not an inventory item.  So there is no way of getting how much inventory there is in each location.

Inventory Category works. The only problem I see is that you can't run a report by Item, not including Category, so you don't know how much you have of an Item, total in all locations

https://quickbooks.intuit.com/community/Inventory-and-projects/How-to-adjust-inventory-quantity-on-h...

An Inventory Adjustment is a Transaction and classes can be used with an Inventory Adjustment.

Currently, in QBO, they have the following two inventory valuation reports.
- Inventory Valuation Detail Report
- Inventory Valuation Summary Report

These are basic inventory reports available in QBO. Both of these reports you can't run Inventory Valuation by 'Class'. There is no way to run the Inventory Valuation report by 'Category' either.

I know when these two (Class and Category) were added to the product/service information page in QBO. But they've yet to update the reporting tools to make use of these data in QBO.

I will review again when they actually roll out new customizable inventory reports. Until then, it's not a workable solution for me, not recommended. I don't want to make a mess of my books.

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@vpcontroller wrote:

There is no way to run the Inventory Valuation report by 'Category' either.

 

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That is the ONLY way to run it!

:)

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@Regina_Lend_A_Hand_Accounting wrote:

You can run an Inventory Report in QBO that includes custom classes and categories. See example attached. This is what my original suggestion was to either use categories or classes, and classes is preferred because it can be a "separate" column in your inventory report.

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Yes you can show class in the "Product/Service List" report as you show in the screen shot. But it is a useless field as there is just one line per Item, so if you have the same item in 2 or more locations  it won't work.

Just use Category.  Class is waste of time (to track inventory location)

:)

Certain third-party inventory apps support multiple warehouses. If you are a smaller company (<5 people) check out Inventory by Erplain - it you are a larger company (5-50) or need advanced features (manufacturing / high volume) look at LOCATE Inventory

:)

No, Location is no good either for the same reason that Class is no good. Location and Class are both transaction-level tags, and are identical except that Class can be assigned to lines and Location cannot be assigned to lines, only to the whole transaction. 

:)

I agree that the various tagging options in QBO are very useful for reporting purposes, especially Class.  Unfortunately Class cannot be used to solve the question for this topic:  "to keep track of inventory for multiple warehouses that carry the same things".   But your initial idea for Inventory Category can be, it seems.   I was not aware of that until I read your post. So thanks for sharing

:)

This thread under discussion is a total mess. Total Garbage. Makes no sense at all.

Hi, Thank you for the insight information. I can see what you are trying to do.

However to be able to achieve the customized report that you did, I will need to create the same item twice, to be able to identify stock on hand by location.

I will explore either duplicating my inventory or use of the third party mentioned.

Thank You

Emad

How were you able to add the column "class" to the report?  When I attempt to customize the physical inventory report so we can track inventory at 2 different locations but under the same QBO account, it's not letting me

Hello, doublebeamranch.

Let me help and provide some insights regarding adding a column for the class in the Physical Inventory report via QuickBooks Online.

Customizing the Physical Inventory Worksheet to add a Class column isn't currently available in QuickBooks Online. This report helps to take an accurate count and helps with adjusting item quantities within your physical inventory.

A physical inventory is a process of verifying or correcting the on-hand item quantities in your QuickBooks Desktop inventory by conducting a physical count, you'll need to print out the report and manually write down the information.

I’ll speak with our engineering team about the customizing options in the report and will let you know whenever we have it available for our users. 

You may find these articles helpful:

• How to customize Inventory Reports.
• How to set up Inventory tracking.

If you need further assistance, don't hesitate to ping me out. I'll be around here in the Community.

Adding the Class will help, but you have to have multiple column for each inventory line item

to put the quantities for each class

I manage this process manually in excel but it is a long process, Requires accounting and excel skills

The inventory by class or by multiple store is more complicated than one column.

There are addons that we can buy to add to Quickbooks Online but the cost is high

Thanks

Emad Rizkalla

I have implemented multiple stores with QuickBooks Online; 98% effective, you can do inventory transfer between stores, generate reports for each location and sell by location.

[link to third party support site removed]

I would be VERY interested in what add-on/integration you are using but it looks like Intuit removed your link.

Could that be emailed to me at [email address removed]?

If not, perhaps they'll allow you to just put the name and then we can look it up ourselves?

Thanks, all!

David

Hi there, Dave Riberi.

Welcome to the Community. I'm here to lend a hand with any concern you may have with the app integration for QuickBooks Online.

Since we don't recommend a specific app to use in this public forum, I recommend visiting our Intuit App Center. You can either access this section within QuickBooks or through your web browser.

If you want to search integrated apps through QuickBooks, check out these steps:

1. Log into your QuickBooks account.
2. On the left panel, go to Apps.
3. Go to the Find Apps tab.
4. Use the search bar to look for apps.

In case you want to change an app subscription for a third-party app, I recommend visiting the article I'm adding on this:

Cancel or change your app subscription.

Please touch base with me here for all of your QuickBooks needs, such as using third-party apps. I'm here to ensure your success.