Creating a Last Sold report for inventory items

Hello Dani,

I can share some details on running an inventory report.

We are unable to run a report for the date an item was last sold. However, I have a workaround to share. Run the QuickReport for each item to see the last transaction's date.

Here's how:

1. Go to Lists at the top menu bar.
2. Choose Item List.
3. Right-click the Item.
4. Choose QuickReport.

Check out this article for more details about customizing a report: Customize reports in QuickBooks Desktop.

That should get you on the right track. Let me know how that works for you. I'm always here to help if you have other concerns. Have a good day!

this third party utility might help, it is not specifically a last sold report, but there is a free trial

http://www.q2q.us/itooverview.htm

I am not affiliated

As stated this, (last used/sold) is one of several standard inventory reports missing in QB

Do you know if QB has created a last sold report yet?  Can I run a last sold report in the POS program?

Thanks for becoming part of the Community, FYW39.
 

Currently, there isn't a last sold report available in QuickBooks Desktop (QBDT) or Point of Sale (POS). As a workaround, you can use PreciousB's process to run a QuickReport for each item. There's also the third party utility Rustler mentioned, which might come in handy.
 

I can certainly understand how this type of report could be useful to yourself/others and have submitted a suggestion about it as of today. You can also submit your own feature requests while signed in.
 

Here's how:

1. In your top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
2. Choose a Type of Feedback and Product Area (optional) from the available drop-down menus.
3. Enter any suggestions/feedback in your Here is my suggestion: field.
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
5. Select Send Feedback.
   

Your feedback's definitely valuable. It goes to our Product Development Team and will be considered in future updates. You can stay up-to-date with Intuit's latest news by checking out the QuickBooks Blog.
 

I've included a few helpful resources about working with reports in QBDT and POS that may come in handy moving forward:

• Available reports in QuickBooks Desktop
• Create, access & modify memorized reports
• Customize & save a report in QuickBooks Point of Sale

Please feel more than welcome to post a reply if there's any other questions I can help with. Have a fantastic day!

Here is the best I've found so far because clicking on each item and pulling a quick report is ANNOYING... Go to Reports>Sales by Item Detail>Customize Report. I sorted by date and removed all of the junk I didn't want to see, make sure in dates you click ALL - if you are wanting the entire history for the item. It still creates a fairly long and annoying list but the last date you sold the item should be right under the item name.

Hopefully, this doesn't post twice. So far the least annoying way I've found to do this is to go to Reports>Sales by Item Detail>Customize Report. I removed all of the junk I didn't want to see and sorted by date. It makes for a very long report but BUT the last date the item was sold should be right under the item name, if it's not hit the little AZ button to the right of the "sort by dropdown" and change it from AZ to ZA. Best of luck! 

Sorry Admin Moderator - but for larger companies with hundreds of items, your method is not efficient 

thank you charity!!

We are looking for a report that shows just items that have not sold in the last XX months.

I'd be delighted to help you run report that shows items that have not sold in the last months, Too Much Trouble.
 

We can run the Sales by Item Detail report that gives you each item you sell to your customer and the break down by transactions.

Here's how: 

1. Click the Reports menu at the top.
2. Choose Sales and then, Sales by Item Detail.
3. Hit the Customize report button on the left side.
4. In the Display tab, select a report date range, report basis, etc.
5. Tap OK.

To learn more about customizing and managing reports in QBDT, consider checking out this article: Customize customer, job, and sales reports in QuickBooks Desktop.

For more tips about running and customizing reports in QuickBooks Desktop, you can open this article: Understand reports.

Let me know in your reply if you have any follow-up questions about running reports in QBDT. I'll be around to help and back you up. Have a good one and keep safe!

It would be helpful it you read what I posted.  "We are looking for a report that shows just items that have not sold in the last XX months."

The report you suggest shows what IS sold in a date range.  We need a report that shows what is NOT sold.  Next time test what you suggest before you post it.

Thanks for reaching out to us again about this reporting concern, @Too Much Trouble.

We recognize the need for some additional reporting options in the software. While the option to get the report for unsold items is not available, I'd recommend that you share this as a feature request or suggestion so our developers can review them.

To add your product suggestions for our developers, go to the Help menu and select Send Feedback Online.

Please note that the product updates are handled by our developers internally. For now, we can't provide the turnaround time if they will release additional preferences and enhancements. 

For now, you can check the item list and the remaining quantity there are the items that weren't sold yet.

Reach out to back to me if you need further assistance while working with QuickBooks reports. I'm always here to help. Have a great rest of the day.

@Too Much Trouble 

I think this gets you kinda close: Reports > Sales > Sales by Item Detail.  Click 'Customize Report'. Click 'Advanced...'. Under Include, check 'All'.  This will show all items that sold a quantity of zero within your timeframe.  In my QB Desktop, I'm unable to filter out the inactive items which may or may not be a PITA for you.  

@Rainflurry thank you for this information. We tested and it worked as far as I can tell. Where were you last week? LOL

Thanks for this, however, it does not address the "last sales date" issue.  If I sold and item in 2006 I can see that on the report.  What I need to know is the last sales date for any given item so that i may merge or purge an unneeded item to free up space.  currently we have 14K items we track and use inventory more as a database of items sold not items on hand.  If anyone has any suggestions I would greatly appreciate it as I have been round and round with QB "seriously" for year trying to get them to fix this.  The only answer they have for me is to upgrade to enterprise and that just costs too much just to expand the inventory limits they have put on this desktop program.

Hi there, msvp.

I also want QuickBooks to allow this as much as you do. I know how advantageous it is for you and for other users to be able to run a Last Sales Date report so you can merge or purge unneeded items to free up space in QuickBooks Desktop (QBDT). However, it is still unavailable to any QBDT products, including the Enterprise.

That said, I recommend leaving feedback to notify our software engineers about the feature you need. In this way, they can take it into account for future product improvements.

To send your input, here's how:

1. Go to the Help menu and select Send Feedback Online.
2. Click Product Suggestion.
3. Choose a feedback type and product area on the QuickBooks Feedback window.
4. Enter your suggestion or feedback, name, and email address (optional).
5. Select Send Feedback Online.

Additionally, I'll also share this article that can serve as your reference if you want to learn more about the different reports that cater to your business needs: Understand reports

Don't hesitate to leave a reply if you require further assistance with your sales report in QuickBooks Desktop. The Community team always has your back. Keep safe.

Thanks for the report idea. however, I think you missed the point.  We are using our inventory module as a database and QB has put a 14K max item count on the desktop version.  I was stating that I must upgrade to Enterprise in order to NOT max out my inventory.  This is why I MUST purge old inventory items. And a report that sorts by last sold date will allow me to see what I have not sold in - lets say - the last 10 years.

The cost of Enterprise is not justifiable for inventory sake. 

Did you ever find a solution on how to generate this report?  Reading through some of the replies, I really wonder if people actually READ the post/question before they response.

We too could really use this report as we have many hundreds of inventory items, and this type of report would allow us to see which items have not sold in 1, 2, or even 3 years.  This would allow us to determine WHICH inventory items to remove from our shelves and not bother with any longer, which would considerably cut down the number of items we keep track of in inventory.

Thanks.

This is not the impression we want you to have, @seguinmachine.

Having the option to generate your desired report is surely beneficial to monitor your inventory items. However, this is currently unavailable. To further help you make it possible, I recommend sending feedback to our product developers. Here's how:

1. Go to the Help icon.
2. Click Send Feedback Online.
3. Choose Product suggestion.
4. Select Reports on the Product Area dropdown.
5. In the box, enter a brief description of your product request.
6. Once done, click Send Feedback.

Then, to see the latest updates and new features added, check out our Frim of the future page.

Moreover, you can check these articles to help you keep adding more details to your and keep your current report settings:

• Customize reports in QuickBooks Desktop.
• Create, access and modify memorized reports.

I’m always here in the Community if you need more help in running payroll reports in QuickBooks. Just post a reply below to notify me of your response. Take care always.

Rainflurry shared this with me and it worked

I think this gets you kinda close: Reports > Sales > Sales by Item Detail.  Click 'Customize Report'. Click 'Advanced...'. Under Include, check 'All'.  This will show all items that sold a quantity of zero within your timeframe.  In my QB Desktop, I'm unable to filter out the inactive items which may or may not be a PITA for you.  

Thanks for trying, but with thousands of items being listed, this isn't a practical solution.

This is something that QuickBooks needs to fix.  This is a SERIOUS oversight of the software design.

What does it take to actually get someone from QuickBooks to do something for their customers?  I am seriously disappointed in the lack of support and help received from competent QuickBooks support staff.

Bummer! Personally, I have found QB not to be the best when it comes to Inventory management, especially with assemblies! Do you house thousands of inventory items or do you just have that many in your list? If you do house, I would suggest moving away from QB. If you do not house, I would suggest you change some of your items to Noninventory items. 

As a small part of our business, we sell all types of fasteners, nuts, bolts, washers of various sizes, pitches and grades.  When we took over the business approximately 10 years ago, we started with a fairly significant inventory stock.  What we are needing this specific report for, is to determine which items have NOT sold since the business was taken over and/or which items have not sold in the past 3, 4, or even 5 years.  When we get this list complete, we are going to remove these items from inventory, both in QuickBooks AND physically.  

I can't imagine how people that keep any type of inventory do not use a report like this to determine what inventory items do NOT move. This is a HUGE oversight of the QuickBooks team that develops the reports knowing that they advertise inventory management as one of its capabilities.

Hi.  Quickbooks counts each item you enter whether inventory, non-inventory, service item etc as an item.  It is not a physical inventory issue.  It is that they (QB) has put a max number of items in your data set.  I track each artwork I do by the part number on the blueprint.  Each item needs to be its own item so that when a job comes in I know if it is a re-do or a new job. We are a service industry but still use inventory for billing / tracking.