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wellwishglobaldi
Level 1

How to Select a date that's after the date you started tracking inventory item.

 
5 Comments 5
SarahannC
Moderator

How to Select a date that's after the date you started tracking inventory item.

Hello there, wellwishglobaldi.

 

Let's make sure you'll be able to create a transaction using the inventory item you created without receiving a prompt.

 

Make sure the invoice date or transaction date you select is after the date you set up in the As of date field. Here's a sample screenshot for additional reference:

 

For example, the inventory as of date is 03/27/2023, we should select a date that comes after that date when creating a transaction.  

 

You can check this article for more tips and details about tracking inventory in QuickBooks: Learn how to track your inventory in QuickBooks Online Plus and Advanced

 

If you have more concerns, please don't hesitate  to comment below. I'll be around to help. Take care and stay safe.

raineywars
Level 1

How to Select a date that's after the date you started tracking inventory item.

THIS DOES NOT WORK!!

Erika_K
QuickBooks Team

How to Select a date that's after the date you started tracking inventory item.

I appreciate your efforts in following my colleague's resolution, rain. Let me chime into this thread and offer additional information so you can start tracking your inventory.

 

To proceed, were trying to select a date for your items before you started tracking your inventories? If so, please note that the mentioned warning will appear if the date on the transaction you want to create comes before the As of date. In this case, we verify the starting value of the item and ensure the dates are set up accordingly. Let me show you how: 

 

  1. Go to Products and services
  2. Locate the item and hit Edit
  3. From the Quantity on hand section, click Starting value
  4. Hit Got it when prompted.
  5. Review the As of date
  6. If it's incorrect, we can change it. If it's not, leave it as is. 
  7. Select Save and close

 

You can visit this article for more info: Set up and track your inventory in QuickBooks Online

 

However, if you're trying to choose a period after you start tracking, I recommend we perform some basic troubleshooting steps to rule out the possibility of a browser issue. 

 

We can open your account on an incognito window. Doing so prevents the browser history from being saved. Refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with a clean slate. 

 

Moreover, you can browse these resources to manage your inventory in QuickBooks Online (QBO): 

 

 

I'm still ready to assist with any product and service-related questions. Stay safe always!

Grimlock
Level 1

How to Select a date that's after the date you started tracking inventory item.

The second workaround still didn't work. What specific date should I enter? When I got to the starting value, the date was 12/31/24, I changed it to 10/19/24. Still getting the error.

ZackE
Moderator

How to Select a date that's after the date you started tracking inventory item.

Thanks for joining the Community and getting involved with this thread, Grimlock.

 

The invoice or transaction date you select needs to be set after the date you set up in your As of date field for the product or service. This is because transactions using an Inventory Item can't be edited if its Inventory Start Date occurs after a transaction was made.

 

For example, if your inventory date is set to October 10, 2024, you'll want to enter a date that comes after that one when creating transactions.

 

If you're already trying to enter a date that comes after your inventory start date, but aren't able to save it, you'll want to perform the browser and system requirement troubleshooting shared in Erika_K's post.

 

In the event your error continues displaying after performing each of our recommended troubleshooting steps, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

If there's any additional questions, I'm just a post away. Have a great Friday!

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