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February 26, 2021
Question

Inventory reports with open POs

  • February 26, 2021
  • 1 reply
  • 12 views

My boss wants me to create a report which contains following

- Item number

- Quantity on hand for each item

- how many did we sell of this item ( in the year of 2019)

- any open Purchase orders with this item and if so, how many are on it.

 

Thank you so much for your help.

I tried it with so many reports and I am not succeeding

 

1 reply

QuickBooks Team
February 26, 2021

I'm here to help you run inventory reports in QuickBooks Online, Becca212.

 

We'll have to pull up multiple reports in QuickBooks Online to show the information needed. Then, export to Excel to customize them. I'll guide you how.

 

Let's run the Inventory Valuation Summary report to view the quantity on hand for each item.

  1. Go to the Reports menu.
  2. Type in Inventory Valuation Summary in the search field.
  3. Click to open.
  4. Choose Customize to select the correct date and filter the items needed.
  5. Once done, click on Run report.

 

As for the sold items, we can pull up the Sales by Product/Service Detail report, then customize it to view specific products you'd like to see.

  1. From Reports, Locate Sales by Product/Service Detail on the search field.
  2. On the report, update the report date the click Run report.
  3. Choose Customize to select the correct date and filter the items needed
  4. Click Run report.

 

To check how many open purchases on a specific item, let's run and customize the Open Purchase Order List report.

  1. Go to the Reports menu.
  2. Type in  Open Purchase Order List in the search field.
  3. Click to open.
  4. Choose Customize to select the correct date and filter the items needed.
  5. Once done, click on Run report.

 

To view the Item number, once you select Customize, click Change column, then place a checkmark in the Num checkbox. 

 

For more details on how to export the report, please click here.

 

Additionally, you can reorder anything that’s running low or out of stock in QuickBooks Online. This ensures you have enough quantity of your items. This also helps stay ahead of back orders.

 

I'll be glad to help you again if you have more questions about running reports. Please do tag my name for me to help you out as soon as possible.

Becca212Author
March 1, 2021

I followed your description. There is still a problem coming up.

I exported those different reports into Excel - then i tried to combine those different reports.

The products in the Excel sheet do not lining up correctly.

Please help.

Thank you.

 

BettyJaneB
Level 9
March 1, 2021

I appreciate your efforts in performing the steps shared above, @Becca212.

 

I'd like to share some clarifications regarding the alignment of your products when exported in Excel.

 

Using categories on your products and services is one of the reasons why the items are not lining up in Excel. It is because the data imported will follow the format from QuickBooks Online.

 

To fix this you can, manually edit the format of the items so it will line up properly. 

 

However, if you're not categorizing the items, I recommend updating your Excel to the latest release to help fix this alignment issue. Here's a link that you can check on how to run the update: Install Office updates.

 

Let me know on how these steps work for you. I'll be round if you need more help. Have a good one!