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peter46
Level 1

can you create a report of inventory on hand by location ?

can you create a report of inventory on hand by location ?

6 Comments 6
MaryLandT
Moderator

can you create a report of inventory on hand by location ?

A pleasant morning, peter46.

 

While we're unable to create a report that will show inventory on hand by location, there are several statements you can see your sales and inventory status.

 

QuickBooks Online allows you to check what's in stock using these reports:

 

  • Inventory Valuation Summary: The quantity on hand, value, and the average cost for each product.
  • Inventory Valuation Detail: Your transactions for each inventory item, and how they affect quantity on hand, value, and cost.
  • Physical Inventory Worksheet: Your inventory items with space to enter your physical count, so you can compare to the quantity on hand in QuickBooks.

Check out the Use reports to see your sales and inventory status page to learn how to see items you buy and sell including what's on hand.

 

You can also pull up the Product/Service List report to see your items with the sales price, name, description, and quantity on hand.

 

Here's how to open a report you want:

  1. Go to the Reports from the left navigation bar.
  2. Open a statement you want to view.
  3. Customize it depending on your needs.

Let me know if you have follow-up questions, and I'm always around to help you out.

Rustler
Level 15

can you create a report of inventory on hand by location ?

No, because there is no multiple location tracking in QBO

 

Location is a reporting tag only, reporting on transactions

John_K
Level 3

can you create a report of inventory on hand by location ?

Glad I found this note :) .... You state:

 

** While we're unable to create a report that will show inventory on hand by location, there are several statements you can see your sales and inventory status. **

 

I looked at the Physical Inventory Worksheet report..

 

But it looks like you cannot create a report that excludes certain locations -- so for example, if you have a location called "Bad Stock" -- itis going to include that "location" in the report.

 

Is that the case? Do you have any suggested work-arounds if you want to exclude certain inventory?

 

Basically we just want a SKU/QOH report -- nothing fancy. We do have QBES with Adv Inventory.

 

Thank you.

 

 

RenjolynC
QuickBooks Team

can you create a report of inventory on hand by location ?

Thanks for chiming in this thread, John_K.

 

I'd like to share some steps. When running the Physical Inventory Worksheet report, you'll want to filter the sites to only view the specific locations.

 

Here's how:

 

  1. Go to Reports > Inventory > Physical Inventory Worksheet.
  2. Click the Customize Report button.
  3. In the Modify Report: Physical Inventory Worksheet window, select Filters.
  4. Type Site in the search field and select Inventory Site.
  5. Choose Multiple Inventory sites and select the locations.
  6. Hit OK.

I'm also adding a sample screenshot for a visual guide:

 

 

 

You can also read this article for more information: Customize reports in QuickBooks Desktop.

 

For any additional questions about QuickBooks reports, please post a reply here. I'll be around to help you out again.

nwentzell18
Level 1

can you create a report of inventory on hand by location ?

Hi I'm looking for the same solution. I have a client using QBO who is opening a 2nd location and needs to track inventory by location.  Has anyone found a solution?  We can adjust inventory and assign it by locaiton so why can we not run reports?

 

TIA for your help!

 

Nancy

KlentB
Moderator

can you create a report of inventory on hand by location ?

Hello there, Nancy.

 

Currently, the option to run inventory reports by location is unavailable in QuickBooks Online. Please take note that the Location Tracking feature is only intended for your sales and expense transactions. Thus, we're unable to assign a specific location to your inventory items.

 

For now, you'll want to consider pulling up these three reports to easily track the quantity on hand, value, and average cost for each product:

 

  • Inventory Valuation Summary
  • Inventory Valuation Detail
  • Physical Inventory Worksheet

Your ideas and suggestions will help us stay in tune with what our customers need, want, and expect. Rest assured, we're always taking note of them to improve your QuickBooks experience. As we assess this opportunity, I encourage visiting our blog to stay current with our latest product updates and news.

 

Additionally, here are some articles that you can read to help manage your inventory in QuickBooks Online:

 

Feel free to tag my name in your comments if you have any other concerns and follow-up questions. I'll always have your back.

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