I can see the importance of having a view of your inventory stock, @ubcgroupusa. Let me offer you an alternative how to get this done in QuickBooks Desktop (QBDT).
Please know that currently, QBDT Enterprise does not offer a built-in report that displays the beginning and ending stock levels for selected items, along with the quantities received and sold during a specified period. However, we have a workaround that could help you get the required information.
You can consider generating the necessary details by running two separate reports—the Inventory Valuation report and the Sales by Item report—and then combining the data. Follow these steps to achieve this:
- Hover to the Reports menu, then select Report Center.
- Select Sales for the Sales by Item report and Inventory for the Inventory Valuation report. You can choose whether the Summary or the Detailed one.
- Click Run, to run the report.
Once you have both reports, you can export them to Excel. Here’s how:
- Click Excel at the top of the report in QuickBooks.
- Choose Create New Worksheet or Update Existing Worksheet and follow the prompts.
After exporting, you can combine the data in Excel to create a comprehensive view of your inventory items.
Additionally, QBDT allows you to fully customize any report you generate. You can adjust the data displayed, add or remove columns, modify the header/footer information, and even change the font and style of the report to meet your needs.
Don't hesitate to reach out to us if you have further questions about reports in QBDT. The Community is always available to help you out anytime. Best regards.
