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A
Anonymous
April 4, 2019
Solved

Inventory / Item

  • April 4, 2019
  • 3 replies
  • 21 views

I would like to run a report to see items that I haven't sold in ten years, so I can remove them or make them inactive. Can I do that in QB Desktop?

 

Best answer by Alessandra_B

Hey there, @558258.

 

Currently, there is no available report which shows your unused items. I have another report you can pull up.

 

You can pull up the Transaction Valuation report. This report shows the latest transaction that uses the product. 

 

To pull up the account, you can search for it in the Reports Center. 

 

Also, you can save the report by clicking on Memorize on the top part of the report. 

 

Please leave a comment below if you have any other questions. 

3 replies

A
Alessandra_BAnswer
Level 5
April 4, 2019

Hey there, @558258.

 

Currently, there is no available report which shows your unused items. I have another report you can pull up.

 

You can pull up the Transaction Valuation report. This report shows the latest transaction that uses the product. 

 

To pull up the account, you can search for it in the Reports Center. 

 

Also, you can save the report by clicking on Memorize on the top part of the report. 

 

Please leave a comment below if you have any other questions. 

O
Operations_Monkey
November 20, 2020

I'm also looking to do this. Has there been any update in capabilities in the last 2 versions? I'm currently running 2020 and haven't found a way to do this, but thought I'd ask to see if anything has changed since this post was made in April 2019. We have thousands of items, and a valuation report for even the last 2 years would be a nightmare to sort through and compare to our item list. There's gotta be a better way!

 

Thanks!

S
SarahannC
Level 9
November 20, 2020

Hello there, Operations_Monkey.

 

I can see how important and relevant for you to run a report that shows the unused items in the previous years. Still, you can run the report suggested by my colleague above and compare the lists of items.

 

I got your point on how important to get this thing done easily. I'll take note of this, and you may want to visit our blog website, where you can check the latest features and product enhancement. 

 

Let me know if you have other questions. Take care always and be safe.

O
Operations_Monkey
November 20, 2020

We have 21k items, I don't think I'll be running that report. It would be more efficient for me to manually sort through the items and choose the ones I don't remember ever selling than it would be for me to run that report and attempt to compare items. If there was a way to run a report that just listed the items sold without all of the transaction information (or just showed 1 transaction per item instead of every transaction from the past 2 years), that would be helpful. But I have items that I sell thousands of in a year as well, so that report is just not a good option for us. Running the suggested report for just this month to date is 27 pages, and this is by far the slowest year we've had in sales since 2012. If you have any tips on how to make that report work for our volume in sales, I would be open to it, but I just don't see that as a functional option. The extra items will just continue to bloat our item list as they always have until an update that solves this issue.

 

I read the very difficult to navigate blog website about updates, and despite clicking through several options that I thought might apply, I was unable to find the feature. I figured it's possible I missed something in that maze of options, so I figured I'd ask.

 

Thanks for your help.

    K
    Kelly_W
    August 3, 2023

    We use QuickBooks Enterprise. It would be so helpful if QuickBooks provided a simple report that can be run to compare the Item Lists to Invoices  / Sales of items to be able to easily determine when the last time an item was sold.  Even if on the item list there is a column for last date item sold.  

     

    I've been performing vlookups to invoices to compare to our items listing.  I am unable to obtain reliable info.  QuickBooks could make this so simple.  I do not understand why this report is not available.  

     

    QuickBooks:  Any status if this helpful feature will ever be offered?

     

      O
      Operations_Monkey
      August 4, 2023

      The closest I've gotten is the Sales by Item report and adding in the column "Entered/Last Modified." If you change the dates to say, everything prior to 3 years ago, it doesn't help at all because it just hides recent transactions.

       

      I'm currently exporting an 826 page excel report with plans to use conditional formatting to try to find recent dates and weed out those items. I'm worried it's going to take forever, but I don't have a better plan yet. I'm hoping I can just find some really useful formulas in excel to make it all happen. I'll come back and update here if I found any useful strategies for this.

      C
      crash0607
      May 17, 2024

      Try this and let me know if you found it helpful:

      Item estimates vs actuals (dates: all)

      Double click total (est cost column) to get the item estimated cost detail

      export to excel

      data sort newest to oldest, then data sort item a to z

      Remove duplicates function 

       

       

      This should give you the most recent time every item was used in an estimate.

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