Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
BernieJ
January 19, 2021
Question

Item receipt report

  • January 19, 2021
  • 1 reply
  • 23 views

When you are on the Item Receipt screen, you can click on the reports tab for that window and get to a Transaction Journal which can show more information like the cost of each item received as well as the quantity and other data.  However, users have to modify the format of that Transaction Journal report each time they enter a new receipt and go to print the Transaction Journal.  Is there a way to save that report format/modify so it is easy for our users to print that report for each separate item receipt set (so they don't have to customize the report each time)?

 

What we are looking for is a quick report that shows the Items received, the quantities received and the dollar value of each item received.  

1 reply

K
Klent
Level 8
January 19, 2021

I can help you with that, BernieJ.

 

You can click the Memorize button of the Transaction Journal to save its current customization settings. Before diving in, please make sure to include the appropriate columns so you'll get a clearer picture of the items received. Here's how:

 

  1. Open the item receipt.
  2. Go to the Reports tab, then select Transaction Journal.
  3. Click the Customize button.
  4. Set the appropriate reporting date.
  5. In the Columns menu, select the Item, Item Description, Qty, and Amount column.
  6. Hit OK, then click the Memorize button.
  7. Save the report.

Additionally, here's an article that you can read to help speed up the reporting process in QuickBooks Desktop: Customizing reports.

 

Should you need any further information, please do not hesitate to let me know by adding a comment below. Have a great rest of the day.

B
BernieJAuthor
January 20, 2021

Hi Klent,

I tried that but when I open the report from the memorized reports and try to run it for yesterday, the report is blank.  If I drill into the filters for the memorized report, the only filters set are:

 

Date: Custom

Posting Status: Either

Transaction Type: Item Receipt

 

Is there some other filter we need to select so we can see the transaction journal for the prior day's Item Receipts?

B
BernieJAuthor
January 21, 2021

 

Thanks for coming back to this thread, BernieJ.

 

That's really strange. Normally, this report will show a detailed breakdown of your purchases within the selected date range.

 

It could be that your company file has a data integrity issue that's why the report didn't populate the correct information. To fix this, you'll want to use the Verify and Rebuild features. These tools will scan your company file for fatal errors and discrepancies on reports, then fix them right away. You may follow the steps provided by my peer, MaryLandT to be guided in doing it.

 

In addition, I've attached an article that you can read to help personalize the expense and accounts payable-related reports: Customize vendor reports. This way, it will be easier for you to find the information that you need.

 

Just add a comment below or start a new thread if you have any other concerns or additional questions. I'll be around to help.


I think it could be that we are using the Advanced Inventory Reporting.  That report will show cost information once bills are entered, but it does not show the cost information on the item receipts.   One of our staff is receiving inventory and doing item receipts and a different staff entering bills and picking the proper item receipts.  We are trying to find a report we can run at the end of the day so the staff who has entered item receipts can let the payable person know what to look for.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement